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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
526
NewEdge Wealth
Pennsylvania
$229K -$486K -10,999 -69%
PA
527
Procyon Advisors
Connecticut
$223K +$213K +4,830 New
PFS
528
Prospera Financial Services
Texas
$219K -$8.44K -191 -4%
AWM
529
Axxcess Wealth Management
California
$218K -$236K -5,340 -53%
AAS
530
Ameritas Advisory Services
Nebraska
$217K -$66.6K -1,506 -24%
FA
531
Fermata Advisors
California
$217K +$208K +4,710 New
RJT
532
Raymond James Trust
Florida
$217K +$208K +4,701 New
NP
533
NorthRock Partners
Minnesota
$214K +$205K +4,648 New
BPA
534
Beacon Pointe Advisors
California
$212K -$25.1K -567 -11%
SAMC
535
Spectrum Asset Management (California)
California
$212K -$27.1K -613 -12%
CB
536
Cadence Bank
Mississippi
$210K +$202K +4,560 New
CRI
537
Commonwealth Retirement Investments
Virginia
$208K +$199K +4,512 New
PCS
538
Personal CFO Solutions
New Jersey
$206K -$351K -7,947 -64%
HBW
539
Hazlett, Burt & Watson
West Virginia
$204K -$12.6K -284 -6%
HF
540
HRT Financial
New York
$204K +$196K +4,432 New
MA
541
MKT Advisors
California
$202K -$42.6K -964 -18%
TPCW
542
TD Private Client Wealth
New York
$201K -$69.2K -1,566 -26%
GC
543
Gilbert & Cook
Iowa
$200K -$790K -17,882 -80%
JWCA
544
J.W. Cole Advisors
Florida
$200K +$192K +4,343 New
SIC
545
Salem Investment Counselors
North Carolina
$182K -$81.5K -1,843 -32%
FMP
546
Financial Management Professionals
Texas
$177K +$26.5K +600 +19%
NS
547
NBC Securities
Alabama
$154K +$10.3K +234 +8%
ITIM
548
Indiana Trust & Investment Management
Indiana
$141K – – –
BWL
549
Bogart Wealth LLC
Virginia
$138K – – –
RIM
550
Rockbridge Investment Management
New York
$130K +$125K +2,820 New
20 21
22
23 24