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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
701
Comprehensive Financial Planning
Pennsylvania
$9.76K +$9.91K +216 New
IRC
702
Investors Research Corp
Georgia
$9.49K – – –
UB
703
UMB Bank
Missouri
$8.77K +$8.9K +194 New
CT
704
Caldwell Trust
Florida
$8.32K +$8.45K +184 New
WAG
705
Wiser Advisor Group
Arizona
$7.82K +$92 +2 +1%
PA
706
Pineridge Advisors
Missouri
$7.41K +$92 +2 +1%
MBFW
707
Morton Brown Family Wealth
Pennsylvania
$6.64K – – –
CBT
708
Crews Bank & Trust
Florida
$6.46K +$6.56K +143 New
BC
709
Barrett & Company
Rhode Island
$6.01K – – –
SC
710
SouthState Corp
Florida
$5.79K +$5.88K +128 New
EWM
711
EPG Wealth Management
Georgia
$5.51K – – –
RF
712
Roxbury Financial
New Jersey
$4.95K +$4.91K +107 New
AW
713
Affinity Wealth
Ohio
$4.93K +$5K +109 New
CJ
714
Caitlin John
Michigan
$4.88K – – –
PGAM
715
Princeton Global Asset Management
New Jersey
$4.04K +$46 +1 +1%
LFG
716
Larson Financial Group
Missouri
$2.35K +$2.39K +52 New
LWANC
717
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94K – – –
SWA
718
SOA Wealth Advisors
New York
$1.94K +$46 +1 +2%
AWM
719
AllSquare Wealth Management
New York
$1.49K – – –
FFO
720
Fortitude Family Office
Arizona
$859 – – –
SL
721
Salomon & Ludwin
Virginia
$768 – – –
HI
722
Human Investing
Oregon
$588 +$597 +13 New
NS
723
NBC Securities
Alabama
$386 -$193K -4,194 -100%
PCWA
724
Pacific Capital Wealth Advisors
California
$226 – – –
HI
725
Hoey Investments
Pennsylvania
$46 – – –
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