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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
526
Commonwealth Retirement Investments
Virginia
$244K +$38.2K +840 +19%
FF
527
Francis Financial
$243K +$242K +5,323 New
MCM
528
MidAtlantic Capital Management
Virginia
$242K – – –
AWM
529
Able Wealth Management
New Jersey
$237K -$25.8K -567 -10%
KWM
530
Kingsview Wealth Management
Oregon
$236K -$41.9K -921 -15%
FHA
531
Flagship Harbor Advisors
Massachusetts
$230K +$230K +5,044 New
MFG
532
Magnus Financial Group
New York
$230K +$230K +5,043 New
CB
533
Cadence Bank
Mississippi
$229K +$21.4K +470 +10%
SXL
534
Summit X LLC
Missouri
$229K -$18.8K -412 -8%
GWMR
535
GC Wealth Management RIA
Massachusetts
$227K +$227K +4,978 New
NP
536
NorthRock Partners
Minnesota
$227K +$14.7K +324 +7%
AFG
537
Altiora Financial Group
Ohio
$226K +$226K +4,964 New
CSIA
538
Charles Schwab Investment Advisory
California
$226K +$225K +4,952 New
TPCW
539
TD Private Client Wealth
New York
$225K +$26.3K +577 +13%
QCM
540
QRG Capital Management
Illinois
$223K +$222K +4,886 New
EP
541
Eudaimonia Partners
Tennessee
$222K +$222K +4,870 New
BBWP
542
Beacon Bridge Wealth Partners
Pennsylvania
$220K -$92.8K -2,038 -30%
SWA
543
SFMG Wealth Advisors
Texas
$217K +$216K +4,750 New
SCA
544
Scott Capital Advisors
Oregon
$215K +$216K +4,751 New
MWP
545
Madison Wealth Partners
Wisconsin
$214K -$15K -330 -7%
QCIG
546
Quad-Cities Investment Group
Iowa
$214K -$212K -4,657 -50%
PCS
547
Personal CFO Solutions
New Jersey
$210K +$6.1K +134 +3%
AB
548
Atlas Brown
Kentucky
$203K +$203K +4,462 New
HBW
549
Hazlett, Burt & Watson
West Virginia
$203K +$364 +8 +0.2%
FHB
550
First Hawaiian Bank
Hawaii
$203K +$202K +4,443 New
20 21
22
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