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iShares High Yield Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Parsons Capital Management
Rhode Island
$292K -$14.6K -327 -5%
JP Morgan Chase
27
JP Morgan Chase
New York
$255K +$268K +5,983 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$254K +$6.63K +148 +3%
CA
29
Cetera Advisors
Colorado
$246K -$287K -6,399 -53%
MFS
30
Madrona Financial Services
Washington
$238K
AWS
31
Atria Wealth Solutions
New York
$236K +$248K +5,536 New
SB
32
Strategic Blueprint
Georgia
$219K
AF
33
Allworth Financial
California
$60K -$34.3K -766 -35%
NSIM
34
North Star Investment Management
Illinois
$50K
TSWM
35
Tyler-Stone Wealth Management
Ohio
$43K
KFS
36
Kelly Financial Services
Massachusetts
$37.4K +$582 +13 +2%
HI
37
Harbour Investments
Wisconsin
$23K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$19K +$20.4K +455 New
MFT
39
Moisand Fitzgerald Tamayo
Florida
$13K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$13K
GWSG
41
GPS Wealth Strategies Group
Colorado
$9K
FRA
42
Front Row Advisors
California
$4K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$3K +$3.45K +77 New
BTI
44
Blue Trust Inc
Georgia
$2K
UBS Group
45
UBS Group
Switzerland
$1K -$15.2K -339 -92%
Citadel Advisors
46
Citadel Advisors
Florida
-$412K -9,469 Closed
BAM
47
Belpointe Asset Management
Nevada
-$106K -2,444 Closed
CAAS
48
Capital Asset Advisory Services
Michigan
-$60K -1,368 Closed
FFA
49
Founders Financial Alliance
North Carolina
-$35K -800 Closed
1IA
50
1834 Investment Advisors
Wisconsin
-$24K -558 Closed