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iShares High Yield Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$2.85M +$2.83M +61,061 New
UCFA
27
United Capital Financial Advisors
Texas
$2.66M +$1.2M +25,936 +84%
AFG
28
Atomi Financial Group
New York
$2.53M +$1.67M +36,016 +199%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.38M +$1.76M +37,991 +293%
KAS
30
Kestra Advisory Services
Texas
$2.36M +$2.34M +50,538 New
CAN
31
Cetera Advisor Networks
California
$2.08M +$753K +16,248 +57%
SXL
32
Summit X LLC
Missouri
$1.99M +$28.7K +619 +1%
WANY
33
Wealthspire Advisors (New York)
New York
$1.98M +$1.96M +42,343 New
PAG
34
Private Advisor Group
New Jersey
$1.97M +$1.96M +42,259 New
Legacy Financial Group (Iowa)
35
Legacy Financial Group (Iowa)
Iowa
$1.94M +$1.92M +41,446 New
CCA
36
Cottonwood Capital Advisors
Utah
$1.93M +$1.95M +42,185 New
AC
37
Avestar Capital
New York
$1.81M +$1.13M +24,439 +172%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.8M +$1.4M +30,188 +362%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.76M +$951K +20,529 +120%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.64M -$1.15M -24,899 -41%
CA
41
Continuum Advisory
Idaho
$1.59M +$159K +3,438 +11%
HighTower Advisors
42
HighTower Advisors
Illinois
$1.56M +$1.12M +24,074 +255%
TFS
43
Thoroughbred Financial Services
Tennessee
$1.19M +$126K +2,723 +12%
Stifel Financial
44
Stifel Financial
Missouri
$1.08M +$265K +5,725 +33%
RC
45
Rovin Capital
Arizona
$1.03M +$88.9K +1,920 +9%
FRA
46
FFG Retirement Advisors
Colorado
$978K +$97.1K +2,096 +11%
GAG
47
GM Advisory Group
New York
$964K +$955K +20,623 New
AIA
48
Armor Investment Advisors
North Carolina
$775K +$22.6K +487 +3%
AWM
49
Apollon Wealth Management
South Carolina
$760K +$152K +3,271 +25%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$727K -$2.76M -59,599 -79%