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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$5.85M +$1.75M +37,491 +40%
VWA
127
Visionary Wealth Advisors
Illinois
$5.79M -$125K -2,688 -2%
MIAN
128
Mariner Independent Advisor Network
Kansas
$5.69M +$1.6M +34,252 +37%
CC
129
Copperleaf Capital
North Carolina
$5.55M +$5.81M +124,643 New
GP
130
Girard Partners
Pennsylvania
$5.52M +$287K +6,155 +5%
IA
131
IFP Advisors
Florida
$5.3M +$62.9K +1,348 +1%
TPWA
132
TRUE Private Wealth Advisors
Oregon
$5.14M +$58.3K +1,249 +1%
IWP
133
Insight Wealth Partners
Texas
$5.11M +$237K +5,076 +5%
PIMG
134
Patriot Investment Management Group
Tennessee
$5.01M +$598K +12,815 +13%
LPP
135
Life Planning Partners
Florida
$4.99M -$86.9K -1,863 -2%
ASN
136
Advisory Services Network
Georgia
$4.96M +$118K +2,539 +2%
PFA
137
Pettinga Financial Advisors
Indiana
$4.93M +$1.04M +22,219 +25%
SXL
138
Summit X LLC
Missouri
$4.83M +$128K +2,751 +3%
SCA
139
Snowden Capital Advisors
New York
$4.64M +$246K +5,282 +5%
SL
140
SWMG LLC
Texas
$4.53M +$4.74M +101,699 New
ARG
141
Advisory Resource Group
Oklahoma
$4.51M +$377K +8,082 +9%
TPWM
142
Twelve Points Wealth Management
Massachusetts
$4.46M +$4.68M +100,316 New
RFM
143
Royal Fund Management
Florida
$4.3M -$42.5K -910 -0.9%
CP
144
Capital Planning
Washington
$4.24M +$1.39M +29,806 +46%
SWA
145
Stratos Wealth Advisors
Ohio
$4.23M -$2.55M -54,757 -37%
CAG
146
Csenge Advisory Group
Florida
$4.2M +$2.87M +61,577 +188%
WA
147
Wealthstar Advisors
Texas
$4.19M +$47 +1 +0%
AR
148
Apeiron RIA
Texas
$4.15M +$1.94M +41,539 +79%
NCM
149
Northwest Capital Management
Oregon
$4.14M +$279K +5,988 +7%
CWA
150
Clearview Wealth Advisors
Oregon
$4.13M -$111K -2,378 -2%
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