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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
$21.2M – – –
SL
2
Systelligence LLC
Minnesota
$5.52M +$5.61M +258,268 New
DWM
3
Darwin Wealth Management
Florida
$3.8M -$39.2K -1,802 -1%
LAS
4
LWM Advisory Services
Florida
$2.57M +$2.62M +120,439 New
Truist Financial
5
Truist Financial
North Carolina
$2.54M +$2.58M +118,905 New
LPL Financial
6
LPL Financial
California
$2.01M +$794K +36,540 +64%
Jane Street
7
Jane Street
New York
$1.82M +$1.47M +67,857 +390%
AMG
8
Asset Management Group
Connecticut
$1.24M -$81.5K -3,749 -6%
AF
9
Allworth Financial
California
$1.1M +$752K +34,615 +207%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.05M -$89.7K -4,126 -8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1M +$136K +6,237 +15%
ECA
12
Elevated Capital Advisors
Utah
$857K +$16.2K +747 +2%
AWM
13
AE Wealth Management
Kansas
$813K +$134K +6,161 +19%
RWPA
14
Richard W. Paul & Associates
Michigan
$796K +$132K +6,083 +20%
JP Morgan Chase
15
JP Morgan Chase
New York
$751K +$764K +35,143 New
BWM
16
Birchcreek Wealth Management
Ohio
$686K +$698K +32,106 New
Mariner
17
Mariner
Kansas
$548K +$151K +6,948 +37%
Citadel Advisors
18
Citadel Advisors
Florida
$442K +$57.2K +2,633 +15%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$417K +$6.06K +279 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$413K +$17.8K +819 +4%
SFC
21
SYM Financial Corp
Indiana
$384K -$20.4K -938 -5%
PFS
22
Prospera Financial Services
Texas
$371K -$2.89K -133 -0.8%
LNC
23
Lincoln National Corp
Pennsylvania
$371K -$35K -1,609 -8%
DAS
24
Dynamic Advisor Solutions
Arizona
$336K +$66K +3,039 +24%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$311K -$99.2K -4,566 -24%
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