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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
526
Raleigh Capital Management
North Carolina
$707K +$51.9K +1,113 +8%
PI
527
PFG Investments
New York
$698K +$157K +3,364 +29%
HIP
528
HUB Investment Partners
Texas
$697K -$92.3K -1,981 -12%
AFW
529
Avantra Family Wealth
Pennsylvania
$697K -$21.9K -470 -3%
DTC
530
Davidson Trust Company
Washington
$696K – – –
AF
531
Advisornet Financial
Minnesota
$664K -$2.52K -54 -0.4%
FHA
532
Flagship Harbor Advisors
Massachusetts
$658K +$27.7K +595 +4%
IAIM
533
International Assets Investment Management
Florida
$656K +$317K +6,798 +92%
FWM
534
FLP Wealth Management
Arkansas
$647K +$37.2K +798 +6%
PFA
535
Pinnacle Family Advisors
Missouri
$633K +$37.7K +810 +6%
TFO
536
Tarbox Family Office
California
$625K -$4.38K -94 -0.7%
PJSIMP
537
P.J. Schmidt Investment Management (PJS)
Wisconsin
$621K -$56.4K -1,210 -8%
CG
538
CFO4Life Group
Texas
$620K -$7.88K -169 -1%
RSWM
539
Robertson Stephens Wealth Management
California
$619K +$112K +2,400 +22%
RSEWM
540
River's Edge Wealth Management
Pennsylvania
$615K -$37.8K -812 -6%
SA
541
Scarborough Advisors
Maryland
$609K -$127K -2,717 -17%
BPA
542
Beacon Pointe Advisors
California
$606K +$290K +6,214 +90%
CWM
543
Cahaba Wealth Management
Georgia
$605K +$3.21K +69 +0.5%
GT
544
Glenview Trust
Kentucky
$601K +$606K +13,013 New
GC
545
GatePass Capital
Ohio
$601K -$89.5K -1,921 -13%
ECM
546
Evergreen Capital Management
Washington
$600K – – –
SWP
547
Semus Wealth Partners
Florida
$594K +$186 +4 +0%
DAS
548
Dynamic Advisor Solutions
Arizona
$591K -$49.5K -1,063 -8%
VFS
549
Valpey Financial Services
New Hampshire
$587K -$50.9K -1,093 -8%
CAN
550
Capital Advisor Network
Indiana
$586K +$591K +12,692 New
20 21
22
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