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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
526
Albion Financial Group
Utah
$33 +$45 +1 New
GCM
527
G2 Capital Management
Ohio
– -$24.1M -540,883 Closed
WF
528
Williams Financial
Vermont
– -$16.1M -362,716 Closed
CF
529
Centaurus Financial
California
– -$1.64M -36,937 Closed
IAG
530
Investmark Advisory Group
Connecticut
– -$1.28M -28,895 Closed
JAG
531
Journey Advisory Group
Kentucky
– -$1.03M -23,147 Closed
TWM
532
Thrive Wealth Management
Pennsylvania
– -$1.03M -23,134 Closed
MFGM
533
Marshall Financial Group (Maryland)
Maryland
– -$931K -20,915 Closed
LF
534
LifeSteps Financial
California
– -$603K -13,558 Closed
SA
535
Shilanski & Associates
Alaska
– -$580K -13,041 Closed
HF
536
HRT Financial
New York
– -$564K -12,683 Closed
FT
537
Fiduciary Trust
Massachusetts
– -$510K -11,461 Closed
CA
538
CGN Advisors
Kansas
– -$416K -9,339 Closed
CI
539
CX Institutional
Indiana
– -$385K -8,647 Closed
SIM
540
Stratos Investment Management
Ohio
– -$322K -7,237 Closed
VFPW
541
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$304K -6,842 Closed
VFA
542
Valeo Financial Advisors
Indiana
– -$286K -6,416 Closed
SS
543
Simplicity Solutions
Minnesota
– -$277K -6,228 Closed
MWP
544
Madison Wealth Partners
Wisconsin
– -$277K -6,224 Closed
OWA
545
Opal Wealth Advisors
New York
– -$266K -5,983 Closed
RPSA
546
Richard P. Slaughter Associates
Texas
– -$263K -5,928 Closed
HWM
547
Hohimer Wealth Management
Washington
– -$252K -5,670 Closed
WA
548
Waverly Advisors
Alabama
– -$249K -5,591 Closed
TSS
549
Two Sigma Securities
New York
– -$241K -5,409 Closed
BFA
550
Beaumont Financial Advisors
Massachusetts
– -$225K -5,064 Closed
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