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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
551
Fortis Capital Advisors
Kansas
$613K -$120K -2,597 -16%
PP
552
Prosperity Planning
Missouri
$608K – – –
ECM
553
Evergreen Capital Management
Washington
$599K – – –
CWM
554
Cahaba Wealth Management
Georgia
$596K -$7.89K -171 -1%
SSA
555
Shepherd Street Advisors
California
$596K +$90.5K +1,963 +18%
CAM
556
Cresset Asset Management
Illinois
$595K -$289K -6,266 -33%
RSEWM
557
River's Edge Wealth Management
Pennsylvania
$593K -$14.3K -310 -2%
HW
558
HORAN Wealth
Ohio
$585K +$313K +6,790 +115%
RWIA
559
Roger Wittlin Investment Advisory
California
$584K +$6.04K +131 +1%
SA
560
Scarborough Advisors
Maryland
$582K -$25K -543 -4%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$578K +$75.7K +1,641 +15%
VFS
562
Valpey Financial Services
New Hampshire
$577K -$9.68K -210 -2%
AM
563
Atwater Malick
Pennsylvania
$575K +$250K +5,416 +77%
CPC
564
Cadia Private Client
New Jersey
$569K +$46 +1 +0%
TWP
565
Tenet Wealth Partners
Illinois
$568K +$575K +12,462 New
DIA
566
Davidson Investment Advisors
Montana
$565K +$10.8K +234 +2%
PFM
567
Phillips Financial Management
Indiana
$563K -$573K -12,422 -50%
SGCM
568
Sanchez Gaunt Capital Management
Nevada
$550K +$106K +2,301 +24%
AG
569
AmeriFlex Group
Nevada
$550K +$15.8K +343 +3%
PWS
570
Precision Wealth Strategies
Missouri
$543K -$2.63K -57 -0.5%
NRC
571
New Republic Capital
North Carolina
$543K +$115K +2,483 +27%
SPWG
572
Syntegra Private Wealth Group
Missouri
$538K +$195K +4,222 +57%
PW
573
PUREfi Wealth
Massachusetts
$534K +$21.4K +463 +4%
GC
574
GatePass Capital
Ohio
$533K -$67K -1,454 -11%
AWA
575
A4 Wealth Advisors
North Carolina
$532K +$106K +2,300 +25%
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