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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
526
HUB Investment Partners
Texas
$697K -$92.3K -1,981 -12%
AFW
527
Avantra Family Wealth
Pennsylvania
$697K -$21.9K -470 -3%
DTC
528
Davidson Trust Company
Washington
$696K – – –
AF
529
Advisornet Financial
Minnesota
$664K -$2.52K -54 -0.4%
FHA
530
Flagship Harbor Advisors
Massachusetts
$658K +$27.7K +595 +4%
IAIM
531
International Assets Investment Management
Florida
$656K +$317K +6,798 +92%
FWM
532
FLP Wealth Management
Arkansas
$647K +$37.2K +798 +6%
PFA
533
Pinnacle Family Advisors
Missouri
$633K +$37.7K +810 +6%
TFO
534
Tarbox Family Office
California
$625K -$4.38K -94 -0.7%
PJSIMP
535
P.J. Schmidt Investment Management (PJS)
Wisconsin
$621K -$56.4K -1,210 -8%
CG
536
CFO4Life Group
Texas
$620K -$7.88K -169 -1%
RSWM
537
Robertson Stephens Wealth Management
California
$619K +$112K +2,400 +22%
RSEWM
538
River's Edge Wealth Management
Pennsylvania
$615K -$37.8K -812 -6%
SA
539
Scarborough Advisors
Maryland
$609K -$127K -2,717 -17%
BPA
540
Beacon Pointe Advisors
California
$606K +$290K +6,214 +90%
CWM
541
Cahaba Wealth Management
Georgia
$605K +$3.21K +69 +0.5%
GT
542
Glenview Trust
Kentucky
$601K +$606K +13,013 New
GC
543
GatePass Capital
Ohio
$601K -$89.5K -1,921 -13%
ECM
544
Evergreen Capital Management
Washington
$600K – – –
SWP
545
Semus Wealth Partners
Florida
$594K +$186 +4 +0%
DAS
546
Dynamic Advisor Solutions
Arizona
$591K -$49.5K -1,063 -8%
VFS
547
Valpey Financial Services
New Hampshire
$587K -$50.9K -1,093 -8%
CAN
548
Capital Advisor Network
Indiana
$586K +$591K +12,692 New
RWIA
549
Roger Wittlin Investment Advisory
California
$579K +$4.01K +86 +0.7%
EAM
550
Empirical Asset Management
Massachusetts
$579K +$36K +772 +7%
20 21
22
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