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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
551
Insight Folios
North Carolina
$219K +$218K +4,843 New
AWM
552
Axxcess Wealth Management
California
$218K -$250K -5,556 -54%
SCA
553
Scott Capital Advisors
Oregon
$216K – – –
SAW
554
Signal Advisors Wealth
Michigan
$212K -$5.49M -122,127 -96%
LWA
555
Lantern Wealth Advisors
New York
$209K +$208K +4,622 New
QCIG
556
Quad-Cities Investment Group
Iowa
$209K -$3.33K -74 -2%
MWP
557
Madison Wealth Partners
Wisconsin
$207K -$5.13K -114 -2%
SWP
558
Strategic Wealth Partners
Ohio
$206K +$205K +4,560 New
1WM
559
1900 Wealth Management
Texas
$205K -$642K -14,280 -76%
AB
560
Atlas Brown
Kentucky
$202K -$225 -5 -0.1%
FFA
561
Founders Financial Alliance
North Carolina
$198K -$1.66K -37 -0.8%
HBW
562
Hazlett, Burt & Watson
West Virginia
$195K -$4.63K -103 -2%
CF
563
Centaurus Financial
California
$188K +$187K +4,152 New
FMP
564
Financial Management Professionals
Texas
$174K – – –
EW
565
Element Wealth
Mississippi
$165K +$1.3K +29 +0.8%
SC
566
Stephens Consulting
Michigan
$164K – – –
CB
567
Chris Bulman
California
$148K +$148K +3,283 New
MWA
568
MFA Wealth Advisors
Pennsylvania
$147K +$147K +3,261 New
NS
569
NBC Securities
Alabama
$147K -$4.36K -97 -3%
S
570
Sachetta
Massachusetts
$145K +$142K +3,154 New
BWL
571
Bogart Wealth LLC
Virginia
$144K +$8.68K +193 +6%
SWM
572
Sugarloaf Wealth Management
Georgia
$144K -$4.9K -109 -3%
ITIM
573
Indiana Trust & Investment Management
Indiana
$139K – – –
TFF
574
The Family Firm
Maryland
$128K +$127K +2,824 New
TF
575
Tompkins Financial
New York
$121K +$121K +2,685 New
21 22
23
24 25