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iShares Yield Optimized Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Synovus Financial
26
Synovus Financial
Georgia
$523K +$521K +20,753 New
Dynamic Advisor Solutions
27
Dynamic Advisor Solutions
Arizona
$416K -$91.7K -3,650 -18%
Lincoln National Corp
28
Lincoln National Corp
Pennsylvania
$400K +$8.34K +332 +2%
SFC
29
SYM Financial Corp
Indiana
$314K +$12.5K +498 +4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$255K -$713K -28,389 -74%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$243K +$151 +6 +0.1%
Harbour Investments
32
Harbour Investments
Wisconsin
$208K -$25.1K -1,000 -11%
NFG
33
Next Financial Group
Texas
$206K +$4.7K +187 +2%
UBS Group
34
UBS Group
Switzerland
$54K +$52K +2,070 +2,654%
Citigroup
35
Citigroup
New York
$44K – – –
Morgan Stanley
36
Morgan Stanley
New York
$37K – – –
Ameritas Investment Partners
37
Ameritas Investment Partners
Nebraska
$20K – – –
Wells Fargo
38
Wells Fargo
California
$20K +$25 +1 +0.1%
MFT
39
Moisand Fitzgerald Tamayo
Florida
$10K – – –
HI
40
Hoey Investments
Pennsylvania
$7K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
WWMSC
42
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
CFD
43
Creative Financial Designs
Indiana
$1K -$43.6K -1,735 -98%
CA
44
Crumly & Associates
Illinois
– -$1.1M -44,190 Closed
Avantax Advisory Services
45
Avantax Advisory Services
Texas
– -$263K -10,674 Closed
SCA
46
Snowden Capital Advisors
New York
– -$202K -8,115 Closed
RG
47
Retirement Group
California
– -$6K -221 Closed
AIC
48
Ameritas Investment Company
Nebraska
– -$3.12K -125 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– -$176 -7 -30%