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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
526
TCI Wealth Advisors
Arizona
$411K +$407K +8,930 New
AWM
527
Abound Wealth Management
Tennessee
$408K +$403K +8,848 New
AWM
528
Avior Wealth Management
Nebraska
$401K +$8.48K +186 +2%
KDA
529
Kraft Davis & Associates
Missouri
$399K -$446K -9,783 -53%
MWM
530
Meridian Wealth Management
Kentucky
$397K -$15K -330 -4%
GB
531
Goepper Burkhardt
South Carolina
$397K +$392K +8,606 New
NS
532
NBC Securities
Alabama
$394K +$390K +8,552 +106,900%
BHPW
533
Beverly Hills Private Wealth
California
$394K -$67.5K -1,480 -15%
FCT
534
Family Capital Trust
Massachusetts
$392K – – –
FWM
535
FLP Wealth Management
Arkansas
$388K -$18.4K -403 -5%
EE
536
EWG Elevate
California
$388K +$24.9K +547 +7%
CPG
537
Cornerstone Planning Group
New Jersey
$388K +$52.4K +1,149 +16%
OPWM
538
Oregon Pacific Wealth Management
Oregon
$387K +$382K +8,390 New
1WA
539
180 Wealth Advisors
Washington
$386K +$19K +417 +5%
DIA
540
Davidson Investment Advisors
Montana
$378K -$638 -14 -0.2%
TC
541
Trilogy Capital
California
$376K -$33.5K -736 -8%
SG
542
Stanich Group
New York
$376K -$85.7K -1,880 -19%
NRI
543
NFP Retirement Inc
California
$375K -$57.7K -1,267 -13%
TPWM
544
Twelve Points Wealth Management
Massachusetts
$370K -$526K -11,544 -59%
PW
545
PUREfi Wealth
Massachusetts
$369K -$104K -2,283 -22%
HR
546
Howe & Rusling
New York
$369K -$5.2K -114 -1%
SWA
547
SFMG Wealth Advisors
Texas
$368K +$46.3K +1,016 +15%
T
548
Transce3nd
Texas
$366K +$173K +3,790 +91%
AWM
549
Axxcess Wealth Management
California
$364K -$446K -9,776 -55%
TAM
550
TCP Asset Management
Ohio
$360K -$18.2K -400 -5%
20 21
22
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