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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
601
Private Capital Management (Colorado)
Colorado
$263K -$102K -2,218 -28%
SMH
602
Sanders Morris Harris
Texas
$263K +$268K +5,841 New
EWM
603
Evercore Wealth Management
New York
$263K – – –
LWA
604
Lantern Wealth Advisors
New York
$261K -$321 -7 -0.1%
HP
605
Holistic Planning
Texas
$249K +$252K +5,499 New
QCIG
606
Quad-Cities Investment Group
Iowa
$243K +$3.44K +75 +1%
MPW
607
Magnolia Private Wealth
Pennsylvania
$243K +$246K +5,367 New
RWM
608
Riverbend Wealth Management
South Carolina
$242K +$246K +5,360 New
FSA
609
Financial Sense Advisors
California
$242K -$38.6K -841 -14%
MA
610
Mosaic Advisors
Texas
$242K +$245K +5,345 New
CB
611
Commerce Bank
Missouri
$237K – – –
BAM
612
Belpointe Asset Management
Nevada
$235K +$9.82K +214 +4%
FCA
613
Fortis Capital Advisors
Kansas
$235K +$9.82K +214 +4%
CRI
614
Commonwealth Retirement Investments
Virginia
$235K – – –
CB
615
Cadence Bank
Mississippi
$233K -$8.22K -179 -3%
MWP
616
Madison Wealth Partners
Wisconsin
$227K +$20.7K +450 +10%
GWMR
617
GC Wealth Management RIA
Massachusetts
$225K – – –
AFG
618
Altiora Financial Group
Ohio
$224K – – –
M
619
MATAURO
New York
$222K +$225K +4,912 New
RFN
620
Redwood Financial Network
Ohio
$218K -$31.5K -686 -12%
BPA
621
Beacon Pointe Advisors
California
$216K +$219K +4,769 New
SCA
622
Scott Capital Advisors
Oregon
$212K – – –
TIM
623
Total Investment Management
Arizona
$212K +$215K +4,687 New
PAMG
624
Patton Albertson Miller Group
Tennessee
$209K +$212K +4,618 New
OC
625
Oppenheimer & Co
New York
$208K +$212K +4,608 New
23 24
25
26 27