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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
101
BMS Financial Advisors
South Dakota
$8.5M -$2.24M -47,053 -23%
BWP
102
Bernardo Wealth Planning
Pennsylvania
$8.34M -$248K -5,216 -3%
VNA
103
Valley National Advisers
Pennsylvania
$8.29M +$6.97M +146,650 +481%
APW
104
Austin Private Wealth
Texas
$8.21M +$2.28M +48,020 +38%
CWS
105
Cypress Wealth Services
California
$8.2M -$962K -20,252 -10%
FPCG
106
Forum Private Client Group
Indiana
$7.92M +$1.29M +27,051 +19%
C1AG
107
Client 1st Advisory Group
Florida
$7.88M -$121K -2,556 -1%
I
108
INVST
Indiana
$7.65M +$1.43M +30,176 +23%
OWA
109
One Wealth Advisors
California
$7.27M +$173K +3,634 +2%
WA
110
Wealth Alliance
New York
$7.26M +$1.23M +25,795 +20%
SWA
111
Stratos Wealth Advisors
Ohio
$7.02M -$3.63M -76,479 -34%
PWM
112
Perigon Wealth Management
California
$6.92M -$3M -63,196 -30%
KWS
113
Keystone Wealth Services
California
$6.83M +$230K +4,835 +3%
CAN
114
Cetera Advisor Networks
California
$6.82M +$755K +15,885 +12%
NL
115
NWAM LLC
Washington
$6.78M -$1.86M -39,205 -21%
GFS
116
GYL Financial Synergies
Connecticut
$6.73M +$5.54M +116,529 +428%
CA
117
Cetera Advisors
Colorado
$6.67M +$70.3K +1,479 +1%
WWG
118
West Wealth Group
California
$6.66M -$2.64M -55,535 -28%
VWA
119
Visionary Wealth Advisors
Illinois
$6.22M -$8.61M -181,274 -58%
OWM
120
Opes Wealth Management
California
$6.08M -$3M -63,116 -33%
RIA
121
Regal Investment Advisors
Michigan
$6M +$193K +4,072 +3%
PAG
122
Private Advisor Group
New Jersey
$5.88M -$393K -8,271 -6%
GP
123
Girard Partners
Pennsylvania
$5.52M +$5.6M +117,932 New
TF
124
Trek Financial
Arizona
$5.39M +$2.47K +52 +0%
TPWA
125
TRUE Private Wealth Advisors
Oregon
$5.35M +$409K +8,614 +8%
3 4
5
6 7