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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWG
501
The Wealth Group
Minnesota
$866K -$36.3K -778 -4%
PIA
502
Perennial Investment Advisors
California
$862K +$18.7K +402 +2%
EP
503
Essential Planning
New Hampshire
$862K – – –
CFIA
504
Cantor Fitzgerald Investment Advisors
New York
$847K +$67.5K +1,448 +9%
SCP
505
Silverleafe Capital Partners
Tennessee
$845K +$5.54K +119 +0.7%
LFG
506
Lockerman Financial Group
California
$822K +$277K +5,953 +50%
OPWM
507
Oxinas Partners Wealth Management
Indiana
$810K +$496K +10,647 +154%
OPWM
508
Oregon Pacific Wealth Management
Oregon
$805K +$87K +1,867 +12%
AL
509
Aspiriant LLC
California
$778K +$131K +2,819 +20%
AP
510
Appleton Partners
Massachusetts
$771K +$466 +10 +0.1%
LSA
511
Lansing Street Advisors
Pennsylvania
$771K +$42K +902 +6%
HIF
512
Hill Island Financial
Michigan
$760K +$12.9K +277 +2%
OC
513
Oppenheimer & Co
New York
$755K +$252K +5,398 +49%
PCG
514
Prosperity Consulting Group
Maryland
$753K +$37.3K +800 +5%
AG
515
Ascent Group
Virginia
$751K +$3.5K +75 +0.5%
MA
516
MCF Advisors
Kentucky
$744K -$140K -3,000 -16%
BAM
517
Belpointe Asset Management
Nevada
$734K -$171K -3,665 -19%
FCA
518
Fortis Capital Advisors
Kansas
$734K -$171K -3,665 -19%
KL
519
Keenan LLC
Massachusetts
$728K -$476K -10,205 -39%
NA
520
Novus Advisors
South Carolina
$721K +$6.29K +135 +0.9%
BCA
521
Bay Colony Advisors
Massachusetts
$716K +$61.8K +1,326 +9%
GWMR
522
GC Wealth Management RIA
Massachusetts
$714K +$192K +4,114 +36%
GAM
523
Gotham Asset Management
New York
$707K +$37.7K +808 +6%
RCM
524
Raleigh Capital Management
North Carolina
$707K +$51.9K +1,113 +8%
PI
525
PFG Investments
New York
$698K +$157K +3,364 +29%
19 20
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