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iShares Yield Optimized Bond ETF
BYLD

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1
Huntington National Bank
Ohio
$18.3M – – –
DWM
2
Darwin Wealth Management
Florida
$3.91M +$94.5K +4,312 +2%
AMG
3
Asset Management Group
Connecticut
$1.35M +$13.8K +631 +1%
LPL Financial
4
LPL Financial
California
$1.26M -$89.2K -4,068 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.16M -$325K -14,814 -22%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$894K -$35.6K -1,622 -4%
Bank of America
7
Bank of America
North Carolina
$864K -$170K -7,747 -16%
ECA
8
Elevated Capital Advisors
Utah
$864K +$134K +6,118 +18%
AWM
9
AE Wealth Management
Kansas
$700K +$11.1K +505 +2%
RWPA
10
Richard W. Paul & Associates
Michigan
$683K +$8.79K +401 +1%
SI
11
Stephens Inc
Arkansas
$660K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$423K -$90.1K -4,111 -18%
VFPW
13
Vantage Financial Partners (Wisconsin)
Wisconsin
$420K -$14.4K -659 -3%
LNC
14
Lincoln National Corp
Pennsylvania
$416K -$2.19K -100 -0.5%
SFC
15
SYM Financial Corp
Indiana
$415K -$6.03K -275 -1%
Mariner
16
Mariner
Kansas
$410K -$16M -729,486 -98%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$406K +$178K +8,131 +78%
Citadel Advisors
18
Citadel Advisors
Florida
$396K +$396K +18,060 New
PFS
19
Prospera Financial Services
Texas
$384K -$38.3K -1,747 -9%
Jane Street
20
Jane Street
New York
$382K -$2.19M -100,064 -85%
AF
21
Allworth Financial
California
$366K – – –
DAS
22
Dynamic Advisor Solutions
Arizona
$278K +$6.75K +308 +2%
SFG
23
Sage Financial Group
Pennsylvania
$255K -$237K -10,800 -48%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$230K -$9.71K -443 -4%
AF
25
Advisornet Financial
Minnesota
$111K +$111K +5,050 New
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