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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
551
TCP Asset Management
Ohio
$365K – – –
AWA
552
A4 Wealth Advisors
North Carolina
$365K +$361K +7,808 New
PWS
553
Precision Wealth Strategies
Missouri
$363K -$36.7K -793 -9%
SHFA
554
SC&H Financial Advisors
Maryland
$359K +$356K +7,696 New
KCM
555
Kathmere Capital Management
Pennsylvania
$358K – – –
GFPC
556
Global Financial Private Client
Florida
$355K -$76.6K -1,657 -18%
BA
557
Bellwether Advisors
Nebraska
$352K – – –
PW
558
PUREfi Wealth
Massachusetts
$351K -$101K -2,173 -22%
FPGK
559
Financial Partners Group (Kansas)
Kansas
$343K +$1.76K +38 +0.5%
VWWMG
560
Vermillion & White Wealth Management Group
Pennsylvania
$342K – – –
KFGK
561
Keystone Financial Group (Kentucky)
Kentucky
$342K +$50.7K +1,096 +18%
CSP
562
Cary Street Partners
Virginia
$341K +$3.05K +66 +0.9%
SS
563
Sunbelt Securities
Texas
$330K -$763K -16,499 -70%
NG
564
Novem Group
New York
$320K -$32.1K -693 -9%
NS
565
NBC Securities
Alabama
$313K -$70.6K -1,527 -19%
AWM
566
Apex Wealth Management
New Hampshire
$312K +$3.24K +70 +1%
ES
567
ETF Store
Kansas
$311K +$1.94K +42 +0.6%
TC
568
Trilogy Capital
California
$311K -$24.7K -535 -7%
BWP
569
Balboa Wealth Partners
Arizona
$310K +$48K +1,038 +19%
SFG
570
Snider Financial Group
Washington
$307K +$10.7K +231 +4%
IAIM
571
International Assets Investment Management
Florida
$307K – – –
SPWG
572
Syntegra Private Wealth Group
Missouri
$307K -$90.8K -1,963 -23%
OPWM
573
Oxinas Partners Wealth Management
Indiana
$305K -$8.37K -181 -3%
ICP
574
Interchange Capital Partners
Pennsylvania
$304K -$76.5K -1,653 -20%
AT
575
Arlington Trust
Alabama
$303K – – –
21 22
23
24 25