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iShares Yield Optimized Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
26
Laffer Tengler Investments
Tennessee
$1.36M -$112K -4,951 -8%
Cerity Partners
27
Cerity Partners
New York
$1.3M +$1.3M +57,419 New
PWM
28
Partners Wealth Management
California
$1.13M -$68.9K -3,046 -6%
HCM
29
Hengehold Capital Management
Ohio
$1.06M +$65.2K +2,886 +7%
FTS
30
Fifth Third Securities
Ohio
$941K +$940K +41,564 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$691K +$65.4K +2,893 +10%
ASG
32
Advisory Solutions Group
Minnesota
$677K +$675K +29,870 New
AMG
33
Asset Management Group
Connecticut
$659K +$8.75K +387 +1%
MWM
34
Modern Wealth Management
Kansas
$623K -$2M -88,660 -76%
AF
35
Advisornet Financial
Minnesota
$620K +$791 +35 +0.1%
DF
36
Daviman Financial
Indiana
$598K +$19.9K +881 +3%
AA
37
Altman Advisors
Illinois
$585K +$925K +40,912 +16%
VA
38
Valmark Advisers
Ohio
$554K +$13.2K +584 +2%
PTC
39
Private Trust Company
Ohio
$553K -$2.15K -95 -0.4%
SWP
40
Stratos Wealth Partners
Ohio
$497K -$9.47K -419 -2%
KAS
41
Kestra Advisory Services
Texas
$490K +$701 +31 +0.1%
BCA
42
Bay Colony Advisors
Massachusetts
$479K -$104K -4,593 -18%
SFC
43
SYM Financial Corp
Indiana
$451K -$90 -4 -0%
RFN
44
Redwood Financial Network
Ohio
$418K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$400K
GVAG
46
Great Valley Advisor Group
Delaware
$388K
ACP
47
Argyle Capital Partners
California
$373K +$372K +16,450 New
SAW
48
Signal Advisors Wealth
Michigan
$348K +$347K +15,369 New
NB
49
Nicolet Bankshares
Wisconsin
$345K +$346K +15,289 New
DAS
50
Dynamic Advisor Solutions
Arizona
$294K -$213K -9,411 -42%