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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
476
Lion Street Advisors
Texas
$801K +$175K +3,805 +27%
AWM
477
Axxcess Wealth Management
California
$799K +$178K +3,886 +28%
GFA
478
Gallagher Fiduciary Advisors
Illinois
$793K +$587K +12,783 +268%
EAM
479
Empirical Asset Management
Massachusetts
$792K +$105K +2,281 +15%
FT
480
Fiduciary Trust
Massachusetts
$791K – – –
NA
481
Novus Advisors
South Carolina
$786K +$798K +17,396 New
CFIA
482
Cantor Fitzgerald Investment Advisors
New York
$785K -$22.8K -497 -3%
MOS
483
MGO One Seven
Ohio
$778K -$3.92M -85,379 -83%
PFS
484
Prospera Financial Services
Texas
$776K +$319K +6,955 +68%
BWA
485
Burt Wealth Advisors
Maryland
$763K – – –
IWM
486
IHT Wealth Management
Illinois
$762K -$342K -7,460 -31%
AWM
487
Accredited Wealth Management
Kentucky
$751K +$763K +16,615 New
NC
488
Napatree Capital
Rhode Island
$715K +$21.3K +465 +3%
QCG
489
Quadrant Capital Group
Ohio
$700K +$711K +15,486 New
DAS
490
Dynamic Advisor Solutions
Arizona
$691K -$832K -18,137 -54%
MG
491
Mather Group
Illinois
$686K -$184K -4,014 -21%
CIA
492
Cape Investment Advisory
Georgia
$686K -$121K -2,635 -15%
CSP
493
Cary Street Partners
Virginia
$661K +$671K +14,619 New
IAIM
494
International Assets Investment Management
Florida
$652K +$662K +14,424 New
GIA
495
Gladstone Institutional Advisory
Florida
$624K -$231K -5,022 -27%
GSWM
496
Golden State Wealth Management
California
$619K +$629K +13,699 New
RB
497
Renasant Bank
Mississippi
$616K -$201K -4,388 -24%
BSI
498
Bennett Selby Investments
Maine
$608K +$617K +13,443 New
SG
499
StoneX Group
New York
$606K +$615K +13,399 New
PJSIMP
500
P.J. Schmidt Investment Management (PJS)
Wisconsin
$604K -$20.1K -437 -3%
18 19
20
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