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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
451
Tarbox Family Office
California
$781K -$109K -2,360 -12%
BWA
452
Burt Wealth Advisors
Maryland
$768K – – –
BSSFA
453
Baron Silver Stevens Financial Advisors
Florida
$766K -$65.1K -1,408 -8%
LSA
454
Lansing Street Advisors
Pennsylvania
$762K -$3.57M -77,085 -83%
WFA
455
Wells Financial Advisors
Massachusetts
$743K -$30.1K -650 -4%
NA
456
Novus Advisors
South Carolina
$738K -$97.9K -2,117 -12%
AFW
457
Avantra Family Wealth
Pennsylvania
$735K -$1.23M -26,682 -63%
DAS
458
Dynamic Advisor Solutions
Arizona
$712K +$47.1K +1,019 +7%
VFPW
459
Vantage Financial Partners (Wisconsin)
Wisconsin
$705K -$83K -1,794 -11%
SWP
460
Semus Wealth Partners
Florida
$703K -$140K -3,029 -17%
PFA
461
Pinnacle Family Advisors
Missouri
$692K -$16.6K -360 -2%
RCM
462
Raleigh Capital Management
North Carolina
$679K -$169K -3,646 -20%
SG
463
StoneX Group
New York
$670K +$155K +3,354 +31%
AL
464
Aspiriant LLC
California
$662K -$14.9K -322 -2%
BCA
465
Bay Colony Advisors
Massachusetts
$661K +$380K +8,224 +139%
CG
466
CFO4Life Group
Texas
$655K -$49.5K -1,070 -7%
GWANC
467
Guardian Wealth Advisors (North Carolina)
North Carolina
$652K -$13.8M -298,336 -96%
KA
468
Kovack Advisors
Florida
$650K -$370 -8 -0.1%
FHA
469
Flagship Harbor Advisors
Massachusetts
$647K -$32.9K -711 -5%
EFA
470
Edge Financial Advisors
Illinois
$645K -$231 -5 -0%
PJSIMP
471
P.J. Schmidt Investment Management (PJS)
Wisconsin
$640K +$33.4K +723 +6%
VFS
472
Valpey Financial Services
New Hampshire
$638K +$13.1K +283 +2%
GSWM
473
Golden State Wealth Management
California
$637K +$81.1K +1,753 +15%
GIA
474
Gladstone Institutional Advisory
Florida
$632K -$91.6K -1,980 -13%
AWA
475
Acorn Wealth Advisors
Michigan
$624K +$618K +13,355 New
17 18
19
20 21