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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
801
Thurston Springer Miller Herd & Titak
Indiana
$9.56K – – –
NEWAS
802
N.E.W. Advisory Services
Wisconsin
$8.87K – – –
CT
803
Caldwell Trust
Florida
$8.5K – – –
B
804
Bayban
Minnesota
$8.08K – – –
T
805
Tidemark
California
$7.07K +$7.13K +153 New
CHC
806
City Holding Co
West Virginia
$6.97K – – –
EB
807
Eastern Bank
Massachusetts
$6.93K +$6.99K +150 New
CWM
808
Copia Wealth Management
Oregon
$6.79K -$792 -17 -10%
UB
809
UMB Bank
Missouri
$6.74K +$6.8K +146 New
CFFP
810
Center for Financial Planning
Michigan
$6.61K -$2.61K -56 -28%
CBT
811
Crews Bank & Trust
Florida
$6.61K – – –
CIAS
812
CBIZ Investment Advisory Services
Ohio
$6.33K – – –
RIAS
813
Rachor Investment Advisory Services
Michigan
$6.33K +$6.38K +137 New
EWM
814
EPG Wealth Management
Georgia
$5.63K -$326 -7 -5%
CCC
815
Chelsea Counsel Company
California
$5.04K – – –
CJ
816
Caitlin John
Michigan
$4.99K – – –
CFP
817
Comprehensive Financial Planning
Pennsylvania
$4.99K – – –
RIA
818
Realta Investment Advisors
Delaware
$4.79K +$47 +1 +1%
PGAM
819
Princeton Global Asset Management
New Jersey
$4.34K +$47 +1 +1%
UFPG
820
United Financial Planning Group
New York
$4.3K – – –
BWL
821
Bogart Wealth LLC
Virginia
$4.2K – – –
S
822
SignatureFD
Georgia
$3.93K – – –
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.23K -$10.3K -220 -76%
TCM
824
TD Capital Management
Tennessee
$3.1K – – –
CWP
825
Clark Wealth Partners
Illinois
$2.59K +$2.61K +56 New
31 32
33
34 35