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iShares Core Universal USD Bond ETF
IUSB

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
201
Global Financial Private Client
Florida
$2.02M +$374K +8,008 +22%
SI
202
Stephens Inc
Arkansas
$2.02M -$93.3K -2,001 -4%
UCFA
203
United Capital Financial Advisors
Texas
$2M +$714K +15,295 +52%
WA
204
WBH Advisory
Maryland
$1.96M -$118K -2,532 -5%
MBT
205
Montecito Bank & Trust
California
$1.94M +$728K +15,613 +56%
SWP
206
ShoreHaven Wealth Partners
New Jersey
$1.93M +$348K +7,462 +21%
BAAM
207
Baker Avenue Asset Management
California
$1.88M +$962K +20,622 +95%
CFD
208
Creative Financial Designs
Indiana
$1.8M -$70K -1,500 -4%
T
209
TRUADVICE
Florida
$1.77M +$351K +7,527 +23%
SWP
210
Strategic Wealth Partners
Ohio
$1.76M +$1.84M +39,506 New
BAM
211
Belpointe Asset Management
Nevada
$1.76M +$82.2K +1,762 +5%
NCM
212
NCM Capital Management
New Jersey
$1.73M +$158K +3,386 +10%
MSWMA
213
Market Street Wealth Management Advisors
Indiana
$1.72M +$1.8M +38,529 New
CAM
214
Concorde Asset Management
Michigan
$1.7M -$310K -6,638 -15%
AWM
215
Apollon Wealth Management
South Carolina
$1.7M -$87.8K -1,882 -5%
WIM
216
WealthPlan Investment Management
Nebraska
$1.66M +$1.68M +36,097 New
SPC
217
Sigma Planning Corp
Michigan
$1.66M -$614K -13,170 -26%
OLVIG
218
Oliver Lagore Vanvalin Investment Group
Michigan
$1.65M -$92.9K -1,991 -5%
CF
219
Centaurus Financial
California
$1.64M +$468K +10,042 +37%
WC
220
Whitney & Co
New York
$1.64M +$1.42M +30,387 +467%
APA
221
American Portfolios Advisors
New York
$1.61M +$179K +3,842 +12%
SAMC
222
Spectrum Asset Management (California)
California
$1.61M -$1.42M -30,411 -46%
WWM
223
Western Wealth Management
Colorado
$1.6M +$342K +7,325 +26%
IA
224
IFG Advisory
Georgia
$1.52M -$3.83K -82 -0.2%
CAL
225
Capital Analysts LLC
Pennsylvania
$1.51M +$593K +12,713 +60%
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9
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