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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
576
Western Financial Corp
California
$480K -$2.8K -60 -0.6%
FT
577
Fiduciary Trust
Massachusetts
$477K -$6.66K -143 -1%
ECM
578
Ethos Capital Management
Pennsylvania
$470K -$133K -2,849 -22%
HP
579
Holistic Planning
Texas
$469K -$205K -4,399 -30%
HCC
580
Hirtle Callaghan & Co
Pennsylvania
$467K – – –
RW
581
Ridgeline Wealth
Arizona
$462K -$186 -4 -0%
KFG
582
Kingdom Financial Group
Arizona
$461K -$18.7K -402 -4%
LAS
583
Lloyd Advisory Services
Georgia
$461K +$348K +7,459 +295%
PP
584
Prosperity Planning
Missouri
$450K – – –
SGCM
585
Sanchez Gaunt Capital Management
Nevada
$444K +$448K +9,609 New
ICP
586
Interchange Capital Partners
Pennsylvania
$438K +$154K +3,313 +53%
CPW
587
Cogent Private Wealth
Florida
$435K +$12.5K +269 +3%
EWM
588
Evolution Wealth Management
Florida
$432K -$2K -43 -0.5%
NRC
589
New Republic Capital
North Carolina
$429K +$9.32K +200 +2%
AWA
590
A4 Wealth Advisors
North Carolina
$426K +$466 +10 +0.1%
GIA
591
Gladstone Institutional Advisory
Florida
$416K +$5.87K +126 +1%
WAU
592
Wellington-Altus USA
Manitoba, Canada
$412K +$416K +8,920 New
SFS
593
Strategic Financial Services
New York
$407K +$411K +8,812 New
GWA
594
Genesis Wealth Advisors
Massachusetts
$402K +$7.78K +167 +2%
TPCW
595
TD Private Client Wealth
New York
$401K -$68.8K -1,476 -15%
ST
596
Spinnaker Trust
Maine
$397K – – –
KFGK
597
Keystone Financial Group (Kentucky)
Kentucky
$396K +$57.6K +1,235 +17%
LJCM
598
Lee Johnson Capital Management
Texas
$396K +$399K +8,565 New
TA
599
TFB Advisors
Kansas
$394K -$109K -2,348 -22%
FCT
600
Family Capital Trust
Massachusetts
$393K – – –
22 23
24
25 26