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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
451
Quartz Partners
New York
$923K -$109K -2,383 -10%
KFG
452
Kelly Financial Group
Connecticut
$917K +$931K +20,283 New
HFO
453
Heritage Family Offices
Arizona
$899K +$267K +5,825 +41%
WFC
454
Western Financial Corp
California
$893K -$296K -6,459 -25%
TPWM
455
Twelve Points Wealth Management
Massachusetts
$884K -$8.52M -185,592 -90%
HIP
456
HUB Investment Partners
Texas
$881K +$110K +2,399 +14%
RCM
457
Raleigh Capital Management
North Carolina
$876K -$72.8K -1,585 -8%
PFA
458
Pettinga Financial Advisors
Indiana
$874K -$4.6M -100,216 -84%
AIM
459
Advyzon Investment Management
Illinois
$874K +$887K +19,331 New
BEI
460
Benjamin Edwards Inc
Missouri
$871K -$76.4K -1,664 -8%
FA
461
Flagstar Advisors
New York
$866K -$102K -2,217 -10%
ATC
462
Argent Trust Co
Tennessee
$862K -$88K -1,918 -9%
SAM
463
Smartleaf Asset Management
Massachusetts
$861K +$318K +6,920 +57%
HFA
464
Hershey Financial Advisers
Pennsylvania
$860K +$874K +19,032 New
SAG
465
SageView Advisory Group
California
$857K -$77.4K -1,687 -8%
VA
466
Valmark Advisers
Ohio
$848K -$66K -1,438 -7%
SWP
467
Semus Wealth Partners
Florida
$842K -$124K -2,707 -13%
KDA
468
Kraft Davis & Associates
Missouri
$839K -$2.95M -64,224 -78%
NFG
469
Nations Financial Group
Iowa
$834K +$116K +2,520 +16%
TA
470
TFB Advisors
Kansas
$828K +$35.7K +778 +4%
VFP
471
Vested Financial Planning
California
$825K +$838K +18,251 New
1CP
472
17 Capital Partners
Arizona
$816K +$137K +2,980 +20%
MCA
473
MSH Capital Advisors
Arizona
$814K -$64.1K -1,396 -7%
VFPW
474
Vantage Financial Partners (Wisconsin)
Wisconsin
$809K -$439K -9,575 -35%
FEM
475
Fulcrum Equity Management
Texas
$802K -$476K -10,361 -37%
17 18
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