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iShares High Yield Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
51
Regal Investment Advisors
Michigan
$548K +$95.3K +2,137 +22%
EH
52
Equitable Holdings
New York
$541K +$523K +11,717 New
CW
53
Cook Wealth
North Carolina
$540K +$160K +3,583 +44%
CPCP
54
Cedar Point Capital Partners
Iowa
$511K +$493K +11,058 New
TGAM
55
TBH Global Asset Management
Tennessee
$482K -$46.1K -1,034 -9%
SFS
56
Sowell Financial Services
Arkansas
$469K +$453K +10,156 New
PIS
57
POM Investment Strategies
North Carolina
$465K +$449K +10,065 New
FIA
58
Foundations Investment Advisors
Arizona
$437K +$418K +9,378 New
HighTower Advisors
59
HighTower Advisors
Illinois
$428K +$58.3K +1,306 +16%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$385K +$372K +8,330 New
AWS
61
Atria Wealth Solutions
New York
$369K +$356K +7,987 New
IAN
62
Integrated Advisors Network
Texas
$358K +$346K +7,749 New
MGIA
63
Matthew Goff Investment Advisor
Texas
$339K -$145K -3,258 -31%
SFG
64
Seamount Financial Group
Colorado
$322K +$311K +6,964 New
CW
65
CreativeOne Wealth
Kansas
$312K +$301K +6,753 New
PCM
66
Parsons Capital Management
Rhode Island
$298K -$19.3K -433 -6%
GJIA
67
Glass Jacobson Investment Advisors
Maryland
$293K +$73.4K +1,645 +35%
JC
68
JB Capital
Connecticut
$288K +$279K +6,245 New
MFS
69
Madrona Financial Services
Washington
$285K +$17.4K +391 +7%
PWM
70
Perigon Wealth Management
California
$275K +$266K +5,954 New
DAS
71
Dynamic Advisor Solutions
Arizona
$265K +$257K +5,772 New
CIA
72
Capital Investment Advisors
Georgia
$255K +$246K +5,515 New
SW
73
Simplicity Wealth
New Jersey
$254K +$245K +5,494 New
CC
74
Copperleaf Capital
North Carolina
$245K +$236K +5,300 New
Prudential Financial
75
Prudential Financial
New Jersey
$227K +$219K +4,915 New