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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
476
Acorn Creek Capital
Colorado
$1.05M +$134K +2,910 +15%
MCA
477
Magnolia Capital Advisors
Mississippi
$1.05M +$27.8K +602 +3%
AWA
478
Alta Wealth Advisors
Massachusetts
$1.04M +$38.4K +832 +4%
SIA
479
Sovereign Investment Advisors
Arizona
$1.03M – – –
SAG
480
SageView Advisory Group
California
$1.02M +$91.3K +1,979 +10%
1CP
481
17 Capital Partners
Arizona
$1.02M -$123K -2,677 -11%
SFS
482
Sowell Financial Services
Arkansas
$1M +$138K +2,985 +16%
HFO
483
Heritage Family Offices
Arizona
$985K -$117K -2,542 -11%
PEWA
484
Pacific Excel Wealth Advisors
California
$985K +$984K +21,344 New
EL
485
EQ LLC
Washington
$985K +$3.64K +79 +0.4%
SI
486
Stirlingshire Investments
New York
$980K +$35.6K +772 +4%
RSWM
487
Robertson Stephens Wealth Management
California
$977K +$358K +7,768 +58%
MSFS
488
Main Street Financial Solutions
Pennsylvania
$974K +$973K +21,105 New
PC
489
Payne Capital
Oregon
$972K – – –
FEM
490
Fulcrum Equity Management
Texas
$967K +$425K +9,213 +79%
WPWM
491
Windward Private Wealth Management
Kansas
$966K -$52.8K -1,145 -5%
EAM
492
Empirical Asset Management
Massachusetts
$940K +$361K +7,832 +62%
EWM
493
Elevation Wealth Management
Minnesota
$933K +$39.4K +854 +4%
KFG
494
Kelly Financial Group
Connecticut
$931K +$12.2K +264 +1%
PFW
495
Petros Family Wealth
Minnesota
$930K -$51.7K -1,121 -5%
SWP
496
Semus Wealth Partners
Florida
$914K +$320K +6,950 +54%
AWM
497
Accurate Wealth Management
Florida
$910K +$48.3K +1,047 +6%
SI
498
Stephens Inc
Arkansas
$909K -$92.2K -2,000 -9%
OPWM
499
Oregon Pacific Wealth Management
Oregon
$909K +$104K +2,266 +13%
TFGT
500
TS Financial Group (TSFG)
Illinois
$899K -$18.6K -403 -2%
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