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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Evercore Wealth Management
New York
$263K – – –
LWA
602
Lantern Wealth Advisors
New York
$261K -$321 -7 -0.1%
HP
603
Holistic Planning
Texas
$249K +$252K +5,499 New
QCIG
604
Quad-Cities Investment Group
Iowa
$243K +$3.44K +75 +1%
MPW
605
Magnolia Private Wealth
Pennsylvania
$243K +$246K +5,367 New
RWM
606
Riverbend Wealth Management
South Carolina
$242K +$246K +5,360 New
FSA
607
Financial Sense Advisors
California
$242K -$38.6K -841 -14%
MA
608
Mosaic Advisors
Texas
$242K +$245K +5,345 New
CB
609
Commerce Bank
Missouri
$237K – – –
BAM
610
Belpointe Asset Management
Nevada
$235K +$9.82K +214 +4%
FCA
611
Fortis Capital Advisors
Kansas
$235K +$9.82K +214 +4%
CRI
612
Commonwealth Retirement Investments
Virginia
$235K – – –
CB
613
Cadence Bank
Mississippi
$233K -$8.22K -179 -3%
MWP
614
Madison Wealth Partners
Wisconsin
$227K +$20.7K +450 +10%
GWMR
615
GC Wealth Management RIA
Massachusetts
$225K – – –
AFG
616
Altiora Financial Group
Ohio
$224K – – –
M
617
MATAURO
New York
$222K +$225K +4,912 New
RFN
618
Redwood Financial Network
Ohio
$218K -$31.5K -686 -12%
BPA
619
Beacon Pointe Advisors
California
$216K +$219K +4,769 New
SCA
620
Scott Capital Advisors
Oregon
$212K – – –
TIM
621
Total Investment Management
Arizona
$212K +$215K +4,687 New
PAMG
622
Patton Albertson Miller Group
Tennessee
$209K +$212K +4,618 New
OC
623
Oppenheimer & Co
New York
$208K +$212K +4,608 New
FFA
624
Founders Financial Alliance
North Carolina
$207K +$597 +13 +0.3%
1WM
625
1900 Wealth Management
Texas
$207K +$3.31K +72 +2%
23 24
25
26 27