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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
101
Bivin & Associates
Oklahoma
$8.38M +$8.39M +158,321 New
BWP
102
Bernardo Wealth Planning
Pennsylvania
$8.3M +$453K +8,542 +6%
T
103
TCWP
Ohio
$8.04M +$8.06M +151,970 New
SPIA
104
Steward Partners Investment Advisory
New York
$7.98M +$50.4K +950 +0.6%
C1AG
105
Client 1st Advisory Group
Florida
$7.69M +$1.35M +25,525 +21%
EPP
106
ETF Portfolio Partners
Kansas
$7.68M +$259K +4,882 +3%
PWM
107
Perigon Wealth Management
California
$7.52M +$202K +3,807 +3%
IWC
108
Integrated Wealth Concepts
Massachusetts
$7.51M +$1.66M +31,392 +28%
SFS
109
Security Financial Services
Indiana
$7.45M +$7.46M +140,713 New
WP
110
WealthShield Partners
North Carolina
$7.45M +$1.17M +22,049 +19%
PAMG
111
Patton Albertson Miller Group
Tennessee
$7.35M +$7.36M +138,885 New
I
112
INVST
Indiana
$7.2M +$2.05M +38,679 +37%
OWA
113
One Wealth Advisors
California
$7.15M +$3.99M +75,181 +126%
F
114
F3Logic
Minnesota
$6.68M +$338K +6,375 +5%
CP
115
Capital Planning
Washington
$6.67M -$28.2K -531 -0.4%
CC
116
Corsicana & Co
Texas
$6.62M -$2.51M -47,349 -27%
CWS
117
Cypress Wealth Services
California
$6.39M +$1.1M +20,797 +21%
VFM
118
Vivid Financial Management
California
$6.3M +$1.15M +21,756 +22%
HIM
119
HawsGoodwin Investment Management
Tennessee
$6.25M -$1.15M -21,664 -15%
TWM
120
Tradition Wealth Management
Minnesota
$6.05M +$60.6K +1,143 +1%
BCA
121
Biltmore Capital Advisors
New Jersey
$6.05M -$640K -12,071 -10%
LPP
122
Life Planning Partners
Florida
$5.99M +$5.97M +112,510 New
SF
123
Summit Financial
New Jersey
$5.98M +$117K +2,200 +2%
KWS
124
Keystone Wealth Services
California
$5.97M +$5.98M +112,839 New
CA
125
Cetera Advisors
Colorado
$5.89M +$174K +3,275 +3%
3 4
5
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