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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
501
Patton Albertson Miller Group
Tennessee
$897K -$236K -5,120 -21%
CAM
502
Capital Asset Management
Colorado
$889K -$1.42M -30,858 -62%
PCG
503
Prosperity Consulting Group
Maryland
$888K +$135K +2,938 +18%
CWA
504
Centerline Wealth Advisors
Kentucky
$881K -$2.81M -60,987 -76%
OC
505
Oppenheimer & Co
New York
$876K +$122K +2,650 +16%
BPA
506
Beacon Pointe Advisors
California
$864K +$258K +5,594 +43%
SIG
507
Spinnaker Investment Group
California
$857K +$857K +18,575 New
SCP
508
Silverleafe Capital Partners
Tennessee
$852K +$7.38K +160 +0.9%
CFIA
509
Cantor Fitzgerald Investment Advisors
New York
$847K – – –
OPWM
510
Oxinas Partners Wealth Management
Indiana
$828K +$18K +391 +2%
IAIM
511
International Assets Investment Management
Florida
$821K +$169K +3,662 +26%
CA
512
CV Advisors
Florida
$813K +$816K +17,687 New
EP
513
Essential Planning
New Hampshire
$811K -$49.9K -1,082 -6%
AWMI
514
Aegis Wealth Management (Iowa)
Iowa
$810K +$243K +5,260 +43%
PFPG
515
Pinnacle Financial Partners (Georgia)
Georgia
$807K +$260K +5,634 +48%
HIF
516
Hill Island Financial
Michigan
$806K +$46.5K +1,008 +6%
TPWM
517
Twelve Points Wealth Management
Massachusetts
$787K -$163K -3,530 -17%
TWG
518
The Wealth Group
Minnesota
$785K -$80.7K -1,751 -9%
AW
519
Avion Wealth
Texas
$780K +$780K +16,905 New
XT
520
XTX Topco
Cayman Islands
$779K +$778K +16,878 New
AP
521
Appleton Partners
Massachusetts
$777K +$6.59K +143 +0.9%
LSA
522
Lansing Street Advisors
Pennsylvania
$776K +$6.46K +140 +0.8%
VW
523
Veridan Wealth
Oregon
$772K -$8.04M -174,442 -91%
PI
524
PFG Investments
New York
$767K +$69.1K +1,498 +10%
ACM
525
Andina Capital Management
Utah
$765K +$764K +16,577 New
19 20
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