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iShares Yield Optimized Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
26
Asset Management Group
Connecticut
$647K -$45.1K -1,981 -6%
LAS
27
LWM Advisory Services
Florida
$637K -$2.4M -105,319 -79%
HFO
28
Heritage Family Offices
Arizona
$632K +$5.76K +253 +0.9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$622K +$13.3K +585 +2%
AF
30
Advisornet Financial
Minnesota
$616K +$524 +23 +0.1%
BCA
31
Bay Colony Advisors
Massachusetts
$580K -$53.9K -2,368 -8%
DF
32
Daviman Financial
Indiana
$575K -$92.9K -4,078 -14%
AA
33
Altman Advisors
Illinois
$555K +$58.6K +2,574 +1%
PTC
34
Private Trust Company
Ohio
$553K +$559K +24,530 New
VA
35
Valmark Advisers
Ohio
$538K +$38.3K +1,680 +8%
AAS
36
Asset Allocation Strategies
Michigan
$520K +$3.01K +132 +0.6%
PAG
37
Private Advisor Group
New Jersey
$505K
SWP
38
Stratos Wealth Partners
Ohio
$504K -$44.9K -1,969 -8%
DAS
39
Dynamic Advisor Solutions
Arizona
$504K -$176K -7,742 -26%
KAS
40
Kestra Advisory Services
Texas
$486K +$362K +15,884 +278%
SFC
41
SYM Financial Corp
Indiana
$449K +$13.5K +591 +3%
RFN
42
Redwood Financial Network
Ohio
$416K -$13.3K -586 -3%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$398K
GVAG
44
Great Valley Advisor Group
Delaware
$386K -$89.6K -3,932 -19%
WIA
45
World Investment Advisors
California
$251K +$2.67K +117 +1%
KP
46
Keel Point
Alabama
$217K +$220K +9,644 New
KA
47
KLCM Advisors
Wisconsin
$208K -$19K -832 -8%
DC
48
Davenport & Co
Virginia
$205K +$3.53K +155 +2%
GWP
49
Gateway Wealth Partners
Wisconsin
$203K +$205K +9,004 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$172K -$1.59K -70 -0.9%