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iShares High Yield Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$27.8M +$26.2M +587,264 +4,366%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$13.9M +$13.5M +301,839 New
IAS
3
IMA Advisory Services
Colorado
$11.6M -$66.8K -1,497 -0.6%
CPG
4
Cornerstone Planning Group
New Jersey
$10.6M +$10.2M +228,587 New
Morgan Stanley
5
Morgan Stanley
New York
$7.98M +$7.71M +172,811 New
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$7.66M -$728K -16,312 -9%
CCWM
7
Correct Capital Wealth Management
Missouri
$7.61M +$7.35M +164,748 New
BlackRock
8
BlackRock
New York
$6.88M +$6.65M +149,019 New
LPL Financial
9
LPL Financial
California
$6.88M +$3.75M +84,055 +130%
OWA
10
Outlook Wealth Advisors
Texas
$6.44M +$413K +9,262 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$5.76M +$3.13M +70,104 +129%
ARG
12
Advisory Resource Group
Oklahoma
$5.52M +$1.7M +38,001 +47%
Jane Street
13
Jane Street
New York
$4.33M +$1.71M +38,230 +69%
Ameriprise
14
Ameriprise
Minnesota
$3.98M -$4.82M -108,094 -56%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$3.47M +$3.11M +69,746 +1,287%
OPWM
16
Oxinas Partners Wealth Management
Indiana
$3.13M -$413K -9,258 -12%
Bank of America
17
Bank of America
North Carolina
$3.13M -$677K -15,178 -18%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.78M +$2.51M +56,284 +1,473%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.4M +$1.76M +39,431 +317%
FA
20
Fermata Advisors
California
$2.34M -$29.9K -671 -1%
SXL
21
Summit X LLC
Missouri
$1.94M -$32K -717 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.91M +$1.26M +28,352 +219%
PAS
23
Park Avenue Securities
New York
$1.48M +$1.43M +32,002 New
UCFA
24
United Capital Financial Advisors
Texas
$1.43M +$1.39M +31,053 New
CA
25
Continuum Advisory
Idaho
$1.42M +$1.38M +30,829 New