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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
176
Lodestar Private Asset Management
California
$9.21M +$448K +9,663 +5%
DL
177
DOHJ LLC
Washington
$9.09M +$3.21M +69,109 +56%
SF
178
SWP Financial
California
$9.03M -$1.65M -35,501 -16%
RWRC
179
R.W. Roge & Company
New York
$8.88M -$695K -14,981 -7%
ASN
180
Advisory Services Network
Georgia
$8.87M – – –
SCA
181
Snowden Capital Advisors
New York
$8.82M +$835K +17,990 +11%
TSWM
182
Triangle Securities Wealth Management
North Carolina
$8.7M +$145K +3,124 +2%
SF
183
Summit Financial
New Jersey
$8.67M -$395K -8,522 -4%
TWM
184
Tradition Wealth Management
Minnesota
$8.45M +$1.28M +27,498 +18%
TPWA
185
Twin Peaks Wealth Advisors
California
$8.2M +$2.19M +47,138 +37%
TWG
186
The Wealth Group
Minnesota
$8.12M -$12.9M -278,208 -62%
AWM
187
Apollon Wealth Management
South Carolina
$8M +$1.7M +36,550 +27%
CC
188
Copperleaf Capital
North Carolina
$7.98M +$79.1K +1,704 +1%
TPA
189
Trivium Point Advisory
Connecticut
$7.43M +$93.5K +2,015 +1%
QFA
190
Quattro Financial Advisors
Texas
$7.4M -$55.6K -1,198 -0.7%
PW
191
Peninsula Wealth
California
$7.35M +$583K +12,566 +9%
TFGT
192
TS Financial Group (TSFG)
Illinois
$7.31M +$226K +4,868 +3%
HC
193
Hoese & Co
Minnesota
$7.26M -$230K -4,960 -3%
SWM
194
Spire Wealth Management
Virginia
$7.21M +$408K +8,787 +6%
MYIA
195
Mount Yale Investment Advisors
Colorado
$7.1M +$789K +17,003 +13%
CG
196
CFO4Life Group
Texas
$7.06M +$338K +7,284 +5%
TPWA
197
TRUE Private Wealth Advisors
Oregon
$7.05M +$620K +13,371 +10%
VNA
198
Valley National Advisers
Pennsylvania
$7.05M -$6.37M -137,347 -48%
SWP
199
Summit Wealth Partners
Florida
$6.87M +$1.21M +26,024 +22%
MW
200
Maia Wealth
Colorado
$6.81M +$2.26M +48,651 +49%
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