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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
501
Novus Advisors
South Carolina
$721K -$15.3K -327 -2%
HH
502
Hilltop Holdings
Texas
$720K -$111K -2,376 -13%
SWP
503
Stratos Wealth Partners
Ohio
$713K -$556K -11,903 -44%
DTC
504
Davidson Trust Company
Washington
$701K +$704K +15,071 New
HT
505
Headlands Technologies
Illinois
$700K +$703K +15,050 New
VFPW
506
Vantage Financial Partners (Wisconsin)
Wisconsin
$700K -$2.34K -50 -0.3%
GC
507
GatePass Capital
Ohio
$695K -$1.08M -23,023 -61%
OWA
508
Opal Wealth Advisors
New York
$694K +$464K +9,931 +200%
PJSIMP
509
P.J. Schmidt Investment Management (PJS)
Wisconsin
$682K +$43.8K +936 +7%
HP
510
Holistic Planning
Texas
$678K +$450K +9,629 +195%
GAM
511
Gotham Asset Management
New York
$675K +$75.4K +1,613 +13%
MG
512
Mather Group
Illinois
$674K +$114K +2,447 +20%
AF
513
Advisornet Financial
Minnesota
$672K +$69.1K +1,479 +11%
IA
514
Inspire Advisors
Idaho
$668K +$292K +6,249 +77%
GSWM
515
Golden State Wealth Management
California
$665K +$30.1K +644 +5%
RSEWM
516
River's Edge Wealth Management
Pennsylvania
$662K +$658K +14,077 New
RCM
517
Raleigh Capital Management
North Carolina
$661K -$16.2K -347 -2%
BCA
518
Bay Colony Advisors
Massachusetts
$660K +$1.45K +31 +0.2%
AL
519
Aspiriant LLC
California
$652K -$6.96K -149 -1%
DAS
520
Dynamic Advisor Solutions
Arizona
$645K -$65.6K -1,403 -9%
EFA
521
Edge Financial Advisors
Illinois
$643K – – –
VFS
522
Valpey Financial Services
New Hampshire
$642K +$6.64K +142 +1%
FHA
523
Flagship Harbor Advisors
Massachusetts
$635K -$9.72K -208 -2%
TFO
524
Tarbox Family Office
California
$634K -$145K -3,096 -19%
CG
525
CFO4Life Group
Texas
$632K -$20.1K -431 -3%
19 20
21
22 23