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iShares High Yield Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Madrona Financial Services
Washington
$243K
SB
27
Strategic Blueprint
Georgia
$223K +$2.08K +45 +0.9%
BAM
28
Belpointe Asset Management
Nevada
$106K -$462 -10 -0.4%
AF
29
Allworth Financial
California
$95K +$101K +2,178 New
CAAS
30
Capital Asset Advisory Services
Michigan
$60K
NSIM
31
North Star Investment Management
Illinois
$51K
TSWM
32
Tyler-Stone Wealth Management
Ohio
$44K
KFS
33
Kelly Financial Services
Massachusetts
$37.6K -$9.29K -201 -19%
FFA
34
Founders Financial Alliance
North Carolina
$35K +$37K +800 New
1IA
35
1834 Investment Advisors
Wisconsin
$24K +$25.8K +558 New
HI
36
Harbour Investments
Wisconsin
$23K +$23.9K +518 New
UBS Group
37
UBS Group
Switzerland
$16K -$68K -1,471 -80%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$13K
MFT
39
Moisand Fitzgerald Tamayo
Florida
$13K +$14.1K +306 New
GWSG
40
GPS Wealth Strategies Group
Colorado
$9K
FRA
41
Front Row Advisors
California
$4K
BTI
42
Blue Trust Inc
Georgia
$2K +$1.66K +36 New
AI
43
Atria Investments
North Carolina
-$1.23M -25,145 Closed
OIA
44
OneDigital Investment Advisors
Kansas
-$583K -11,970 Closed
Ameriprise
45
Ameriprise
Minnesota
-$294K -6,031 Closed
APA
46
American Portfolios Advisors
New York
-$53.2K -1,092 Closed
Wells Fargo
47
Wells Fargo
California
-$46 -1 Closed
Morgan Stanley
48
Morgan Stanley
New York
+$46 +1 +100%