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iShares Yield Optimized Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1
Horizon Wealth Management
Illinois
$51.8M +$52.4M +2,300,623 New
HNB
2
Huntington National Bank
Ohio
$24.6M
LPL Financial
3
LPL Financial
California
$22.7M +$1.49M +65,402 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$21.4M +$2.25M +98,724 +12%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$9.62M -$2.37M -103,995 -20%
Bank of America
6
Bank of America
North Carolina
$8.96M +$380K +16,660 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.33M -$168K -7,384 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.22M +$3.04M +133,442 +58%
Mariner
9
Mariner
Kansas
$7.34M +$606K +26,595 +9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.14M +$1.69M +74,285 +38%
Truist Financial
11
Truist Financial
North Carolina
$5.43M +$699K +30,681 +15%
KPWS
12
Kestra Private Wealth Services
Texas
$2.74M +$223K +9,804 +9%
MWM
13
Modern Wealth Management
Kansas
$2.62M +$2.65M +116,175 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.31M +$1.79M +78,400 +325%
Members Trust
15
Members Trust
Florida
$2.03M +$1.57M +69,000 +326%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.97M +$303K +13,281 +18%
PF
17
PlanVest Financial
Maryland
$1.84M +$1.87M +81,866 New
LTI
18
Laffer Tengler Investments
Tennessee
$1.46M +$586K +25,714 +66%
AF
19
Allworth Financial
California
$1.41M +$29K +1,271 +2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.37M +$1.39M +60,922 New
SAI
21
Savvy Advisors Inc
New York
$1.35M +$7.61K +334 +0.6%
AWA
22
Arkadios Wealth Advisors
Georgia
$1.27M +$23.8K +1,044 +2%
PWM
23
Partners Wealth Management
California
$1.2M -$85.7K -3,763 -7%
MA
24
Mutual Advisors
Nebraska
$1.08M +$334K +14,664 +44%
HCM
25
Hengehold Capital Management
Ohio
$993K +$1M +44,055 New