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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
101
Bay Harbor Wealth Management
Maryland
$23.8M -$1.79M -39,278 -7%
AC
102
Apella Capital
Connecticut
$23.7M +$9.02M +197,729 +62%
WA
103
Wealth Alliance
New York
$23.6M +$74.7K +1,637 +0.3%
PS
104
Principal Securities
Iowa
$21.6M +$2.99M +65,520 +16%
SA
105
Skyline Advisors
Washington
$21.2M +$273K +5,991 +1%
AWM
106
AE Wealth Management
Kansas
$20.9M -$2.47M -54,112 -11%
KW
107
KWB Wealth
California
$20.8M +$8.95M +196,201 +77%
SVWG
108
Shared Vision Wealth Group
United States
$19.8M -$1.84M -40,282 -9%
BOH
109
Bank of Hawaii
Hawaii
$19.8M -$24K -526 -0.1%
CAL
110
Capital Analysts LLC
Pennsylvania
$19.7M +$496K +10,863 +3%
RIA
111
Regal Investment Advisors
Michigan
$19.7M -$569K -12,479 -3%
WWA
112
WCG Wealth Advisors
Nevada
$19.6M +$534K +11,699 +3%
PAG
113
Private Advisor Group
New Jersey
$19.4M +$2.4M +52,701 +14%
CIAS
114
CFS Investment Advisory Services
New Jersey
$19.3M -$3.84M -84,213 -17%
CPBTD
115
Central Pacific Bank - Trust Division
Hawaii
$18.1M -$322K -7,065 -2%
OWA
116
One Wealth Advisors
California
$17.7M -$4.34M -95,163 -20%
DPI
117
Diversified Portfolios Inc
Michigan
$17.6M -$3.41M -74,734 -16%
USCWA
118
U.S. Capital Wealth Advisors
Texas
$17.2M -$455K -9,962 -3%
WWG
119
West Wealth Group
California
$17.1M +$163K +3,571 +1%
GRP
120
Global Retirement Partners
California
$17.1M +$16.8M +369,025 New
PMWMG
121
Parr McKnight Wealth Management Group
Minnesota
$16.7M -$1.8M -39,536 -10%
MFG
122
Merit Financial Group
Georgia
$16.4M +$249K +5,463 +2%
OWM
123
Opes Wealth Management
California
$16.1M -$672K -14,736 -4%
SA
124
Sovran Advisors
California
$16.1M -$3.43M -75,167 -18%
TVM
125
True Vision MN
Minnesota
$16M -$2.15M -47,077 -12%
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5
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