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iShares Interest Rate Hedged High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Atria Investments
26
Atria Investments
North Carolina
$429K +$452K +5,063 New
MA
27
MONECO Advisors
Connecticut
$428K +$451K +5,044 New
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$345K +$364K +4,068 New
CWM
29
Cornerstone Wealth Management
Missouri
$296K +$314K +3,512 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$213K -$4.11K -46 -2%
TSS
31
Two Sigma Securities
New York
$204K +$215K +2,401 New
Ladenburg Thalmann Financial Services
32
Ladenburg Thalmann Financial Services
Florida
$131K -$272K -3,039 -67%
IFP Advisors
33
IFP Advisors
Florida
$93K -$13.5K -151 -12%
Destination Wealth Management
34
Destination Wealth Management
California
$76K – – –
RBA
35
Richard Bernstein Advisors
New York
$75K -$39.2M -438,876 -100%
CAGAS
36
Capital Advisory Group Advisory Services
Minnesota
$67K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$59K – – –
Morgan Stanley
38
Morgan Stanley
New York
$51K +$13K +145 +32%
CFGS
39
Concourse Financial Group Securities
Alabama
$41K +$43.2K +483 New
WWM
40
Willingdon Wealth Management
North Carolina
$34K +$35.7K +400 New
Citigroup
41
Citigroup
New York
$17K +$17.9K +200 New
Gradient Investments
42
Gradient Investments
Minnesota
$9K – – –
AIM
43
Advantage Investment Management
Iowa
$7K – – –
BWM
44
BerganKDV Wealth Management
Minnesota
$7K +$7.86K +88 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$6K – – –
MWC
46
MKD Wealth Coaches
Michigan
$5K +$5.72K +64 New
Allianz Asset Management
47
Allianz Asset Management
Germany
– -$13M -140,574 Closed
VWM
48
Venturi Wealth Management
Texas
– -$1.52M -16,413 Closed
AFP
49
Ausdal Financial Partners
Iowa
– -$1.33M -14,390 Closed
Cetera Advisors
50
Cetera Advisors
Colorado
– -$1.15M -12,494 Closed