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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cahaba Wealth Management
Georgia
$554K +$2.92K +64 +0.5%
AWM
502
Accurate Wealth Management
Florida
$554K -$476K -10,442 -46%
LWM
503
LongView Wealth Management
Georgia
$552K +$9.25K +203 +2%
TPCW
504
TD Private Client Wealth
New York
$547K +$1.69K +37 +0.3%
LL
505
LPWM LLC
Minnesota
$515K +$510K +11,180 New
TVAMP
506
Tennessee Valley Asset Management Partners
Tennessee
$508K -$13.7M -301,323 -96%
PCS
507
Private Client Services
Kentucky
$498K +$493K +10,811 New
SPWG
508
Syntegra Private Wealth Group
Missouri
$498K -$72.2K -1,585 -13%
RB
509
Renasant Bank
Mississippi
$491K -$135K -2,965 -22%
BFG
510
Beacon Financial Group
Texas
$488K -$16K -351 -3%
AFP
511
Ausdal Financial Partners
Iowa
$470K +$51.8K +1,137 +13%
OCM
512
Objective Capital Management
Ohio
$469K -$624K -13,698 -57%
RFG
513
RFP Financial Group
Georgia
$466K -$14K -307 -3%
CSB
514
City State Bank
Iowa
$464K +$10K +220 +2%
KFG
515
Kingdom Financial Group
Arizona
$464K -$71.5K -1,568 -13%
RW
516
Ridgeline Wealth
Arizona
$463K -$80.2K -1,760 -15%
GWA
517
Genesis Wealth Advisors
Massachusetts
$447K -$137K -2,998 -24%
AWM
518
Apex Wealth Management
New Hampshire
$444K -$3.23M -70,920 -88%
EI
519
Ellevest Inc
New York
$439K – – –
ICP
520
Interchange Capital Partners
Pennsylvania
$438K -$1.64K -36 -0.4%
GFPC
521
Global Financial Private Client
Florida
$438K +$13.1K +288 +3%
MHB
522
Midwest Heritage Bank
Iowa
$435K -$112K -2,467 -21%
PFS
523
Prospera Financial Services
Texas
$432K -$356K -7,801 -45%
ST
524
Spinnaker Trust
Maine
$431K -$143K -3,139 -25%
PAS
525
PKS Advisory Services
New York
$428K +$15.6K +342 +4%
19 20
21
22 23