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iShares High Yield Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$242K -$17.8K -407 -7%
Citadel Advisors
27
Citadel Advisors
Florida
$214K +$215K +4,919 New
AF
28
Allworth Financial
California
$163K +$102K +2,327 +165%
IGWM
29
ICA Group Wealth Management
Colorado
$111K +$111K +2,539 New
GRP
30
Global Retirement Partners
California
$65.2K +$65.4K +1,497 New
NSIM
31
North Star Investment Management
Illinois
$51.2K
TSWM
32
Tyler-Stone Wealth Management
Ohio
$44K
CFD
33
Creative Financial Designs
Indiana
$39.3K -$2.15M -49,344 -98%
KFS
34
Kelly Financial Services
Massachusetts
$39.1K +$873 +20 +2%
BAM
35
Belpointe Asset Management
Nevada
$26.5K +$26.6K +608 New
HI
36
Harbour Investments
Wisconsin
$23.4K +$873 +20 +4%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$20K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$14K
MFT
39
Moisand Fitzgerald Tamayo
Florida
$13.3K
APC
40
Aspire Private Capital
North Carolina
$10.9K +$10.9K +250 New
PIMG
41
Patriot Investment Management Group
Tennessee
$9.02K +$8.73K +200 New
FRA
42
Front Row Advisors
California
$4K
BTI
43
Blue Trust Inc
Georgia
$2K
Morgan Stanley
44
Morgan Stanley
New York
$87
Wells Fargo
45
Wells Fargo
California
$44
OWA
46
Outlook Wealth Advisors
Texas
-$2.9M -68,002 Closed
CG
47
Colony Group
Massachusetts
-$1.85M -43,509 Closed
SXL
48
Summit X LLC
Missouri
-$783K -18,411 Closed
JP Morgan Chase
49
JP Morgan Chase
New York
-$255K -5,983 Closed
CA
50
Cetera Advisors
Colorado
-$246K -5,784 Closed