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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWG
476
The Wealth Group
Minnesota
$909K -$277K -5,932 -23%
LA
477
Lifeworks Advisors
Michigan
$907K -$23.1K -495 -2%
NB
478
NBT Bank
New York
$903K – – –
EWM
479
Elevation Wealth Management
Minnesota
$897K +$901K +19,266 New
MA
480
MCF Advisors
Kentucky
$890K +$894K +19,115 New
IWP
481
Insight Wealth Partners
Texas
$871K +$62.2K +1,331 +8%
EP
482
Essential Planning
New Hampshire
$869K -$80.4K -1,721 -8%
AWM
483
Accurate Wealth Management
Florida
$859K -$66K -1,413 -7%
KFG
484
Kelly Financial Group
Connecticut
$858K -$48.1K -1,028 -5%
PIA
485
Perennial Investment Advisors
California
$850K -$49.3K -1,054 -5%
GS
486
GWN Securities
Florida
$848K -$39.5K -845 -4%
SCP
487
Silverleafe Capital Partners
Tennessee
$846K -$743K -15,893 -47%
SIA
488
Sovereign Investment Advisors
Arizona
$841K +$845K +18,067 New
NS
489
Northland Securities
Minnesota
$807K +$811K +17,344 New
PWM
490
Parkway Wealth Management
Texas
$806K +$810K +17,319 New
VW
491
Vantus Wealth
Pennsylvania
$797K +$801K +17,131 New
HIP
492
HUB Investment Partners
Texas
$795K -$8.88K -190 -1%
FTUS
493
Flow Traders U.S.
New York
$789K +$792K +16,943 New
CFIA
494
Cantor Fitzgerald Investment Advisors
New York
$786K +$421 +9 +0.1%
AP
495
Appleton Partners
Massachusetts
$776K -$137K -2,940 -15%
AG
496
Ascent Group
Virginia
$753K -$62.5K -1,338 -8%
HIF
497
Hill Island Financial
Michigan
$753K -$126K -2,695 -14%
SA
498
Scarborough Advisors
Maryland
$740K +$133K +2,844 +22%
LSA
499
Lansing Street Advisors
Pennsylvania
$735K -$25.1K -536 -3%
OPWM
500
Oregon Pacific Wealth Management
Oregon
$724K +$121K +2,588 +20%
18 19
20
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