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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$12.6M +$6.69M +146,124 +115%
RIA
102
Regal Investment Advisors
Michigan
$12.4M +$3.29M +71,902 +37%
FLA
103
Financial Life Advisors
Texas
$12.1M -$5.19M -113,419 -30%
OWA
104
One Wealth Advisors
California
$11.9M +$414K +9,043 +4%
9WM
105
9258 Wealth Management
Ohio
$11.7M +$888K +19,411 +8%
MA
106
Mutual Advisors
Nebraska
$11.6M +$3.02M +65,895 +35%
DE
107
Day & Ennis
Georgia
$11.6M +$2.41M +52,684 +27%
CC
108
Copperleaf Capital
North Carolina
$11.3M +$4.23M +92,328 +60%
NL
109
NWAM LLC
Washington
$10.7M +$3.32M +72,461 +45%
CWS
110
Cypress Wealth Services
California
$10.7M +$2.39M +52,264 +29%
SSWM
111
Smith Salley Wealth Management
North Carolina
$10.6M +$493K +10,772 +5%
HPM
112
Hoxton Planning & Management
West Virginia
$10.3M -$347K -7,582 -3%
SFS
113
Security Financial Services
Indiana
$10.3M +$129K +2,828 +1%
FRA
114
FFG Retirement Advisors
Colorado
$10.1M +$5.79M +126,486 +137%
TWM
115
Tradition Wealth Management
Minnesota
$9.65M +$3.71M +81,003 +63%
BFA
116
BMS Financial Advisors
South Dakota
$9.52M +$2.23M +48,815 +31%
OWM
117
Opes Wealth Management
California
$9.49M +$3.16M +69,042 +51%
CWM
118
Centurion Wealth Management
Virginia
$9.45M +$1.72M +37,634 +23%
VNA
119
Valley National Advisers
Pennsylvania
$9.31M +$974K +21,281 +12%
LSIA
120
LaSalle St. Investment Advisors
Illinois
$9.2M +$4.09M +89,430 +81%
BWP
121
Bernardo Wealth Planning
Pennsylvania
$9.11M +$90.8K +1,983 +1%
SB
122
Strategic Blueprint
Georgia
$9.11M +$3.72M +81,242 +70%
BOH
123
Bank of Hawaii
Hawaii
$8.92M -$1.16M -25,385 -12%
FPCG
124
Forum Private Client Group
Indiana
$8.87M +$443K +9,682 +5%
PO
125
Private Ocean
California
$8.79M +$8.72M +190,540 New
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