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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
576
AMG National Trust Bank
Colorado
$298K +$294K +6,441 New
VVP
577
Venture Visionary Partners
Ohio
$296K +$292K +6,400 New
PPC
578
Park Place Capital
Alabama
$295K -$334K -7,327 -53%
BDPWM
579
Barnes Dennig Private Wealth Management
Ohio
$295K +$291K +6,377 New
AFAS
580
Acorn Financial Advisory Services
Virginia
$294K -$37K -811 -11%
SFG
581
Snider Financial Group
Washington
$294K -$4.29K -94 -1%
GB
582
Goepper Burkhardt
South Carolina
$293K -$104K -2,274 -26%
KFGK
583
Keystone Financial Group (Kentucky)
Kentucky
$288K -$48.6K -1,066 -15%
NRI
584
NFP Retirement Inc
California
$285K -$90.1K -1,975 -24%
DWG
585
Darden Wealth Group
Michigan
$284K +$1.37K +30 +0.5%
DWP
586
Destiny Wealth Partners
Florida
$282K -$3.47K -76 -1%
SP
587
Successful Portfolios
Florida
$280K -$456 -10 -0.2%
DT
588
Diversified Trust
Tennessee
$280K +$1.87K +41 +0.7%
NW
589
NewEdge Wealth
Pennsylvania
$278K +$73.4K +1,608 +36%
BCA
590
Bay Colony Advisors
Massachusetts
$274K +$91 +2 +0%
MCM
591
MAI Capital Management
Ohio
$270K +$4.29K +94 +2%
AB
592
Atlas Brown
Kentucky
$269K -$8.81K -193 -3%
TIM
593
Total Investment Management
Arizona
$263K – – –
HP
594
Holistic Planning
Texas
$260K +$20.2K +443 +9%
PB
595
Pinnacle Bancorp
Nebraska
$259K – – –
BWP
596
Balboa Wealth Partners
Arizona
$259K +$255K +5,599 New
ML
597
McAdam LLC
Pennsylvania
$259K -$25.3K -554 -9%
TAM
598
Tucker Asset Management
Colorado
$253K +$133K +2,911 +113%
OAS
599
Optivise Advisory Services
Tennessee
$250K – – –
AFA
600
Arlington Financial Advisors
California
$248K +$245K +5,366 New
22 23
24
25 26