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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
501
Avantra Family Wealth
Pennsylvania
$724K -$8.46K -181 -1%
PCG
502
Prosperity Consulting Group
Maryland
$721K +$303K +6,482 +72%
NA
503
Novus Advisors
South Carolina
$721K -$15.3K -327 -2%
HH
504
Hilltop Holdings
Texas
$720K -$111K -2,376 -13%
SWP
505
Stratos Wealth Partners
Ohio
$713K -$556K -11,903 -44%
DTC
506
Davidson Trust Company
Washington
$701K +$704K +15,071 New
HT
507
Headlands Technologies
Illinois
$700K +$703K +15,050 New
VFPW
508
Vantage Financial Partners (Wisconsin)
Wisconsin
$700K -$2.34K -50 -0.3%
GC
509
GatePass Capital
Ohio
$695K -$1.08M -23,023 -61%
OWA
510
Opal Wealth Advisors
New York
$694K +$464K +9,931 +200%
PJSIMP
511
P.J. Schmidt Investment Management (PJS)
Wisconsin
$682K +$43.8K +936 +7%
HP
512
Holistic Planning
Texas
$678K +$450K +9,629 +195%
GAM
513
Gotham Asset Management
New York
$675K +$75.4K +1,613 +13%
MG
514
Mather Group
Illinois
$674K +$114K +2,447 +20%
AF
515
Advisornet Financial
Minnesota
$672K +$69.1K +1,479 +11%
IA
516
Inspire Advisors
Idaho
$668K +$292K +6,249 +77%
GSWM
517
Golden State Wealth Management
California
$665K +$30.1K +644 +5%
RSEWM
518
River's Edge Wealth Management
Pennsylvania
$662K +$658K +14,077 New
RCM
519
Raleigh Capital Management
North Carolina
$661K -$16.2K -347 -2%
BCA
520
Bay Colony Advisors
Massachusetts
$660K +$1.45K +31 +0.2%
AL
521
Aspiriant LLC
California
$652K -$6.96K -149 -1%
DAS
522
Dynamic Advisor Solutions
Arizona
$645K -$65.6K -1,403 -9%
EFA
523
Edge Financial Advisors
Illinois
$643K – – –
VFS
524
Valpey Financial Services
New Hampshire
$642K +$6.64K +142 +1%
FHA
525
Flagship Harbor Advisors
Massachusetts
$635K -$9.72K -208 -2%
19 20
21
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