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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
476
Hazlett, Burt & Watson
West Virginia
$1K +$1.52K +32 New
5L
477
55I LLC
Massachusetts
– -$199M -4,011,582 Closed
RWRC
478
R.W. Roge & Company
New York
– -$18.4M -371,157 Closed
WF
479
Williams Financial
Vermont
– -$16.6M -333,689 Closed
KCM
480
Karp Capital Management
California
– -$8.84M -178,132 Closed
CWG
481
Crown Wealth Group
North Carolina
– -$6.36M -128,149 Closed
MWP
482
Meridian Wealth Partners
Pennsylvania
– -$2.38M -48,006 Closed
LA
483
Latitude Advisors
Florida
– -$2.1M -42,298 Closed
CPWMP
484
Cardinal Point Wealth Management Partners
California
– -$1.01M -20,325 Closed
CL
485
CPWM LLC
Washington
– -$940K -18,950 Closed
SHFA
486
SC&H Financial Advisors
Maryland
– -$856K -17,240 Closed
CCG
487
Capital CS Group
California
– -$811K -16,334 Closed
SAM
488
Strategy Asset Managers
California
– -$718K -14,467 Closed
CA
489
Corrado Advisors
New Jersey
– -$706K -14,231 Closed
MWP
490
Madison Wealth Partners
Wisconsin
– -$582K -11,724 Closed
CCFM
491
Clear Creek Financial Management
Washington
– -$540K -10,883 Closed
OBWG
492
Onyx Bridge Wealth Group
New York
– -$475K -9,918 Closed
RPWA
493
Regent Peak Wealth Advisors
Georgia
– -$409K -8,249 Closed
AWA
494
Arete Wealth Advisors
Illinois
– -$409K -8,235 Closed
PWP
495
Personal Wealth Partners
Minnesota
– -$406K -8,189 Closed
FCT
496
Family Capital Trust
Massachusetts
– -$400K -8,050 Closed
C
497
CEDRUS
Colorado
– -$371K -7,473 Closed
HF
498
HRT Financial
New York
– -$338K -6,815 Closed
MOS
499
MGO One Seven
Ohio
– -$268K -5,408 Closed
RW
500
Rede Wealth
Virginia
– -$267K -5,386 Closed
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20
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