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iShares Yield Optimized Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Mendota Financial Group
Wisconsin
$48.5K -$5.01K -219 -9%
DWM
52
Darwin Wealth Management
Florida
$47.5K +$389 +17 +0.8%
Morgan Stanley
53
Morgan Stanley
New York
$39.3K -$9.93K -434 -20%
US Bancorp
54
US Bancorp
Minnesota
$34.9K +$35.1K +1,533 New
Arax Advisory Partners
55
Arax Advisory Partners
Colorado
$24.7K +$24.8K +1,084 New
DAM
56
Delta Asset Management
Tennessee
$22.8K – – –
Harbour Investments
57
Harbour Investments
Wisconsin
$19.6K – – –
IFP Advisors
58
IFP Advisors
Florida
$17.7K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
MFT
60
Moisand Fitzgerald Tamayo
Florida
$8.79K – – –
SEP
61
Signature Equity Partners
Ohio
$5.76K +$5.79K +253 New
NewEdge Advisors
62
NewEdge Advisors
Louisiana
$3.99K – – –
DCM
63
Davis Capital Management
Florida
$2.96K -$3.36K -147 -53%
SIC
64
SJS Investment Consulting
Ohio
$2.73K +$2.75K +120 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$1.18K – – –
SWP
66
Strategic Wealth Partners
Ohio
$455 – – –
Wells Fargo
67
Wells Fargo
California
$13 – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
– -$731K -31,884 Closed
TAM
69
Titleist Asset Management
Texas
– -$301K -13,140 Closed
SWM
70
Silverlake Wealth Management
Vermont
– -$278K -12,116 Closed
Ameritas Advisory Services
71
Ameritas Advisory Services
Nebraska
– -$187K -8,178 Closed
Principal Securities
72
Principal Securities
Iowa
– -$160K -6,982 Closed
Advisory Services Network
73
Advisory Services Network
Georgia
– -$37.3K -1,626 Closed
Global Retirement Partners
74
Global Retirement Partners
California
– -$2.04K -89 Closed