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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
151
Lodestar Private Asset Management
California
$13.6M +$856K +18,307 +7%
SA
152
Sovran Advisors
California
$12.9M -$398K -8,522 -3%
WP
153
WealthShield Partners
North Carolina
$12.9M +$34.8K +745 +0.3%
DWM
154
Diversify Wealth Management
Utah
$12.8M +$12.8M +274,247 New
EPW
155
Endeavor Private Wealth
Kansas
$12.6M -$960K -20,546 -7%
AA
156
Ancora Advisors
Ohio
$12.2M +$196K +4,198 +2%
AIA
157
Armor Investment Advisors
North Carolina
$12M -$308K -6,591 -3%
SW
158
Simplicity Wealth
New Jersey
$11.9M -$4.04M -86,324 -25%
KWM
159
Kingsview Wealth Management
Oregon
$11.7M +$538K +11,518 +5%
JMNC
160
J. Mark Nickell & Co
Tennessee
$11.7M +$11.7M +250,397 New
GGS
161
Galvin Gaustad & Stein
Arizona
$11.4M +$298K +6,382 +3%
VT
162
Vise Technologies
New York
$11.3M +$5.16M +110,387 +83%
TWM
163
TSA Wealth Management
Texas
$11.1M +$1.05M +22,374 +10%
FFG
164
Frisch Financial Group
New York
$11M +$10M +214,244 +951%
FLA
165
Financial Life Advisors
Texas
$10.8M -$3.17M -67,896 -23%
CAG
166
Csenge Advisory Group
Florida
$10.5M +$573K +12,260 +6%
MWM
167
Mosley Wealth Management
California
$9.71M +$9.73M +208,223 New
AWM
168
Apollon Wealth Management
South Carolina
$9.68M +$389K +8,323 +4%
C1AG
169
Client 1st Advisory Group
Florida
$9.66M +$1.41M +30,268 +17%
FA
170
Fedenia Advisers
Wisconsin
$9.59M +$1.03M +21,940 +12%
OWM
171
Orgel Wealth Management
Wisconsin
$9.48M -$37.8K -808 -0.4%
RCS
172
Retirement Capital Strategies
California
$9.39M +$679K +14,528 +8%
HCA
173
Heck Capital Advisors
Wisconsin
$9.34M +$1M +21,452 +12%
MWM
174
Moulton Wealth Management
Washington
$9.32M +$8.63M +184,615 New
SFS
175
Security Financial Services
Indiana
$9.18M +$63.3K +1,355 +0.7%
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