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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
476
NBT Bank
New York
$903K – – –
EWM
477
Elevation Wealth Management
Minnesota
$897K +$901K +19,266 New
MA
478
MCF Advisors
Kentucky
$890K +$894K +19,115 New
IWP
479
Insight Wealth Partners
Texas
$871K +$62.2K +1,331 +8%
EP
480
Essential Planning
New Hampshire
$869K -$80.4K -1,721 -8%
AWM
481
Accurate Wealth Management
Florida
$859K -$66K -1,413 -7%
KFG
482
Kelly Financial Group
Connecticut
$858K -$48.1K -1,028 -5%
PIA
483
Perennial Investment Advisors
California
$850K -$49.3K -1,054 -5%
GS
484
GWN Securities
Florida
$848K -$39.5K -845 -4%
SCP
485
Silverleafe Capital Partners
Tennessee
$846K -$743K -15,893 -47%
SIA
486
Sovereign Investment Advisors
Arizona
$841K +$845K +18,067 New
NS
487
Northland Securities
Minnesota
$807K +$811K +17,344 New
PWM
488
Parkway Wealth Management
Texas
$806K +$810K +17,319 New
VW
489
Vantus Wealth
Pennsylvania
$797K +$801K +17,131 New
HIP
490
HUB Investment Partners
Texas
$795K -$8.88K -190 -1%
FTUS
491
Flow Traders U.S.
New York
$789K +$792K +16,943 New
CFIA
492
Cantor Fitzgerald Investment Advisors
New York
$786K +$421 +9 +0.1%
AP
493
Appleton Partners
Massachusetts
$776K -$137K -2,940 -15%
AG
494
Ascent Group
Virginia
$753K -$62.5K -1,338 -8%
HIF
495
Hill Island Financial
Michigan
$753K -$126K -2,695 -14%
SA
496
Scarborough Advisors
Maryland
$740K +$133K +2,844 +22%
LSA
497
Lansing Street Advisors
Pennsylvania
$735K -$25.1K -536 -3%
OPWM
498
Oregon Pacific Wealth Management
Oregon
$724K +$121K +2,588 +20%
AFW
499
Avantra Family Wealth
Pennsylvania
$724K -$8.46K -181 -1%
PCG
500
Prosperity Consulting Group
Maryland
$721K +$303K +6,482 +72%
18 19
20
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