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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
176
Successful Portfolios
Florida
$4.35M +$1.71M +37,382 +66%
WFAG
177
Worth Financial Advisory Group
North Carolina
$4.35M +$869K +18,984 +25%
RW
178
Regimen Wealth
Georgia
$4.34M +$510K +11,154 +14%
GGS
179
Galvin Gaustad & Stein
Arizona
$4.3M +$814K +17,797 +24%
CFG
180
Cooper Financial Group
California
$4.28M +$39.7K +867 +0.9%
HIP
181
HUB Investment Partners
Texas
$4.24M +$103K +2,250 +3%
SF
182
Summit Financial
New Jersey
$4.19M -$7K -153 -0.2%
CP
183
Capital Planning
Washington
$4.1M +$10.2K +223 +0.3%
MPW
184
MA Private Wealth
California
$3.98M -$2.38M -51,962 -38%
DI
185
DFPG Investments
Utah
$3.97M +$3.94M +86,095 New
AT
186
American Trust
Kentucky
$3.86M +$427K +9,324 +13%
MWM
187
Maripau Wealth Management
Indiana
$3.76M -$104K -2,262 -3%
AWA
188
Arete Wealth Advisors
Illinois
$3.68M +$1.1M +23,930 +43%
CG
189
CFO4Life Group
Texas
$3.65M +$900K +19,662 +33%
RFP
190
RCS Financial Planning
Maryland
$3.6M +$733K +16,012 +26%
AWM
191
Alterna Wealth Management
Texas
$3.55M +$1.05M +22,940 +42%
SW
192
Simplicity Wealth
New Jersey
$3.52M +$2.45M +53,535 +235%
OWM
193
Orgel Wealth Management
Wisconsin
$3.52M -$1.97M -42,986 -36%
VAS
194
Vestmark Advisory Solutions
Massachusetts
$3.46M +$224K +4,898 +7%
HIM
195
Hanlon Investment Management
New Jersey
$3.45M +$934K +20,398 +37%
PFM
196
Phillips Financial Management
Indiana
$3.27M -$291K -6,357 -8%
NRI
197
NFP Retirement Inc
California
$3.26M +$1.29M +28,135 +66%
AF
198
Advisornet Financial
Minnesota
$3.24M +$307K +6,701 +11%
WWM
199
Windsor Wealth Management
Indiana
$3.23M -$586K -12,811 -15%
HI
200
Harbour Investments
Wisconsin
$3.15M +$241K +5,265 +8%
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