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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
576
Ethos Capital Management
Pennsylvania
$470K -$133K -2,849 -22%
HP
577
Holistic Planning
Texas
$469K -$205K -4,399 -30%
HCC
578
Hirtle Callaghan & Co
Pennsylvania
$467K – – –
RW
579
Ridgeline Wealth
Arizona
$462K -$186 -4 -0%
KFG
580
Kingdom Financial Group
Arizona
$461K -$18.7K -402 -4%
LAS
581
Lloyd Advisory Services
Georgia
$461K +$348K +7,459 +295%
PP
582
Prosperity Planning
Missouri
$450K – – –
SGCM
583
Sanchez Gaunt Capital Management
Nevada
$444K +$448K +9,609 New
ICP
584
Interchange Capital Partners
Pennsylvania
$438K +$154K +3,313 +53%
CPW
585
Cogent Private Wealth
Florida
$435K +$12.5K +269 +3%
EWM
586
Evolution Wealth Management
Florida
$432K -$2K -43 -0.5%
NRC
587
New Republic Capital
North Carolina
$429K +$9.32K +200 +2%
AWA
588
A4 Wealth Advisors
North Carolina
$426K +$466 +10 +0.1%
GIA
589
Gladstone Institutional Advisory
Florida
$416K +$5.87K +126 +1%
SFS
590
Strategic Financial Services
New York
$407K +$411K +8,812 New
GWA
591
Genesis Wealth Advisors
Massachusetts
$402K +$7.78K +167 +2%
TPCW
592
TD Private Client Wealth
New York
$401K -$68.8K -1,476 -15%
ST
593
Spinnaker Trust
Maine
$397K – – –
KFGK
594
Keystone Financial Group (Kentucky)
Kentucky
$396K +$57.6K +1,235 +17%
LJCM
595
Lee Johnson Capital Management
Texas
$396K +$399K +8,565 New
TA
596
TFB Advisors
Kansas
$394K -$109K -2,348 -22%
FCT
597
Family Capital Trust
Massachusetts
$393K – – –
JSW
598
Journey Strategic Wealth
New Jersey
$390K -$39.1K -840 -9%
MGIA
599
Moneta Group Investment Advisors
Missouri
$388K +$391K +8,395 New
FPGK
600
Financial Partners Group (Kansas)
Kansas
$387K +$6.11K +131 +2%
22 23
24
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