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iShares Yield Optimized Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
1
Huntington National Bank
Ohio
$19.3M
APWM
2
Atlas Private Wealth Management
New York
$8.43M +$447K +20,076 +6%
SL
3
Systelligence LLC
Minnesota
$8.08M +$16.8K +755 +0.2%
LPL Financial
4
LPL Financial
California
$6.98M +$3.92M +175,988 +129%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.88M +$1.63M +73,110 +39%
SPC
6
Sigma Planning Corp
Michigan
$4.94M +$4.92M +220,884 New
RJA
7
Raymond James & Associates
Florida
$4.44M +$4.12M +185,116 +1,386%
DWM
8
Darwin Wealth Management
Florida
$3.45M -$200K -8,968 -5%
Truist Financial
9
Truist Financial
North Carolina
$2.98M +$427K +19,168 +17%
Bank of America
10
Bank of America
North Carolina
$2.78M +$1.71M +76,670 +161%
LAS
11
LWM Advisory Services
Florida
$2.64M +$477K +21,404 +22%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.15M +$1.1M +49,516 +106%
ZIMP
13
Zimmermann Investment Management & Planning
Pennsylvania
$1.96M +$1.37M +61,325 +231%
GVAG
14
Great Valley Advisor Group
Delaware
$1.96M +$1.53M +68,514 +359%
AF
15
Allworth Financial
California
$1.82M +$402K +18,037 +28%
Jane Street
16
Jane Street
New York
$1.75M +$685K +30,757 +65%
KAS
17
KPP Advisory Services
Kentucky
$1.36M +$1.36M +61,001 New
Mariner
18
Mariner
Kansas
$1.35M +$605K +27,163 +82%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.23M +$226K +10,146 +23%
AMG
20
Asset Management Group
Connecticut
$1.23M -$11.4K -511 -0.9%
SAI
21
Savvy Advisors Inc
New York
$1.06M +$744K +33,398 +236%
ECA
22
Elevated Capital Advisors
Utah
$982K +$21.5K +966 +2%
RWPA
23
Richard W. Paul & Associates
Michigan
$938K +$96.6K +4,337 +12%
BWM
24
Birchcreek Wealth Management
Ohio
$894K +$204K +9,166 +30%
DAS
25
Dynamic Advisor Solutions
Arizona
$521K +$95.3K +4,278 +22%