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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
526
PKS Advisory Services
New York
$419K -$9.86K -216 -2%
ACC
527
Acorn Creek Capital
Colorado
$416K +$163K +3,574 +66%
RFG
528
RFP Financial Group
Georgia
$413K -$53.8K -1,179 -12%
TWA
529
TCI Wealth Advisors
Arizona
$413K – – –
TPWM
530
Twelve Points Wealth Management
Massachusetts
$412K +$40.6K +889 +11%
SWA
531
SFMG Wealth Advisors
Texas
$412K +$41.5K +910 +11%
BFG
532
Beacon Financial Group
Texas
$409K -$79.7K -1,746 -16%
RWIA
533
Roger Wittlin Investment Advisory
California
$407K +$402K +8,811 New
CF
534
Centaurus Financial
California
$406K -$17.2K -377 -4%
PWS
535
Precision Wealth Strategies
Missouri
$395K +$390K +8,555 New
SPWG
536
Syntegra Private Wealth Group
Missouri
$395K -$103K -2,266 -21%
SWM
537
SFG Wealth Management
Maryland
$393K +$388K +8,511 New
FCT
538
Family Capital Trust
Massachusetts
$393K – – –
GWA
539
Genesis Wealth Advisors
Massachusetts
$388K -$60K -1,315 -14%
EE
540
EWG Elevate
California
$387K -$2.69K -59 -0.7%
MWM
541
Meridian Wealth Management
Kentucky
$384K -$14.6K -319 -4%
AWM
542
Avior Wealth Management
Nebraska
$380K -$22.1K -484 -6%
NS
543
NBC Securities
Alabama
$379K -$15.6K -342 -4%
ICP
544
Interchange Capital Partners
Pennsylvania
$377K -$61.7K -1,353 -14%
BHPW
545
Beverly Hills Private Wealth
California
$374K -$20.9K -459 -5%
HR
546
Howe & Rusling
New York
$373K +$3.42K +75 +0.9%
FWM
547
FLP Wealth Management
Arkansas
$371K -$17.9K -392 -5%
AWM
548
Axxcess Wealth Management
California
$365K -$776 -17 -0.2%
TAM
549
TCP Asset Management
Ohio
$361K – – –
1CP
550
17 Capital Partners
Arizona
$359K -$622K -13,622 -64%
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22
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