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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
526
Capital Planning Advisors
California
$244K +$244K +5,360 New
TPI
527
Trust Point Inc
Wisconsin
$244K -$11.3M -247,863 -98%
CRI
528
Commonwealth Retirement Investments
Virginia
$244K +$38.2K +840 +19%
FF
529
Francis Financial
$243K +$242K +5,323 New
MCM
530
MidAtlantic Capital Management
Virginia
$242K – – –
AWM
531
Able Wealth Management
New Jersey
$237K -$25.8K -567 -10%
KWM
532
Kingsview Wealth Management
Oregon
$236K -$41.9K -921 -15%
FHA
533
Flagship Harbor Advisors
Massachusetts
$230K +$230K +5,044 New
MFG
534
Magnus Financial Group
New York
$230K +$230K +5,043 New
CB
535
Cadence Bank
Mississippi
$229K +$21.4K +470 +10%
SXL
536
Summit X LLC
Missouri
$229K -$18.8K -412 -8%
GWMR
537
GC Wealth Management RIA
Massachusetts
$227K +$227K +4,978 New
NP
538
NorthRock Partners
Minnesota
$227K +$14.7K +324 +7%
AFG
539
Altiora Financial Group
Ohio
$226K +$226K +4,964 New
CSIA
540
Charles Schwab Investment Advisory
California
$226K +$225K +4,952 New
TPCW
541
TD Private Client Wealth
New York
$225K +$26.3K +577 +13%
QCM
542
QRG Capital Management
Illinois
$223K +$222K +4,886 New
EP
543
Eudaimonia Partners
Tennessee
$222K +$222K +4,870 New
BBWP
544
Beacon Bridge Wealth Partners
Pennsylvania
$220K -$92.8K -2,038 -30%
SWA
545
SFMG Wealth Advisors
Texas
$217K +$216K +4,750 New
SCA
546
Scott Capital Advisors
Oregon
$215K +$216K +4,751 New
MWP
547
Madison Wealth Partners
Wisconsin
$214K -$15K -330 -7%
QCIG
548
Quad-Cities Investment Group
Iowa
$214K -$212K -4,657 -50%
PCS
549
Personal CFO Solutions
New Jersey
$210K +$6.1K +134 +3%
AB
550
Atlas Brown
Kentucky
$203K +$203K +4,462 New
20 21
22
23 24