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iShares Yield Optimized Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Dynamic Advisor Solutions
26
Dynamic Advisor Solutions
Arizona
$354K -$60.5K -2,387 -14%
SFC
27
SYM Financial Corp
Indiana
$312K – – –
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$289K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$273K +$20.2K +798 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$257K +$16K +633 +7%
BWA
31
Beam Wealth Advisors
Louisiana
$212K +$214K +8,442 New
Harbour Investments
32
Harbour Investments
Wisconsin
$207K – – –
NFG
33
Next Financial Group
Texas
$199K -$4.99K -197 -2%
Gradient Investments
34
Gradient Investments
Minnesota
$179K +$180K +7,115 New
UBS Group
35
UBS Group
Switzerland
$47K -$7.09K -280 -13%
Morgan Stanley
36
Morgan Stanley
New York
$37K – – –
Wells Fargo
37
Wells Fargo
California
$20K – – –
MFT
38
Moisand Fitzgerald Tamayo
Florida
$10K – – –
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
WWMSC
40
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
CFD
41
Creative Financial Designs
Indiana
$1K -$127 -5 -16%
Cetera Advisors
42
Cetera Advisors
Colorado
– -$2.35M -92,857 Closed
JP Morgan Chase
43
JP Morgan Chase
New York
– -$1.67M -65,954 Closed
Citigroup
44
Citigroup
New York
– -$44K -1,733 Closed
Ameritas Investment Partners
45
Ameritas Investment Partners
Nebraska
– -$20K -825 Closed
HI
46
Hoey Investments
Pennsylvania
– -$7K -281 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– -$177 -7 -44%