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iShares Interest Rate Hedged High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$448K +$83.3K +940 +23%
F
27
F3Logic
Minnesota
$387K +$383K +4,326 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$368K -$108K -1,214 -23%
CWM
29
Cornerstone Wealth Management
Missouri
$336K +$88.4K +997 +28%
FTUS
30
Flow Traders U.S.
New York
$265K -$1.02M -11,521 -80%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$242K +$103K +1,167 +76%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$224K -$798 -9 -0.4%
MML Investors Services
33
MML Investors Services
Massachusetts
$212K +$210K +2,365 New
DADC
34
D.A. Davidson & Co
Montana
$208K +$206K +2,327 New
Morgan Stanley
35
Morgan Stanley
New York
$92K +$38K +429 +72%
DWM
36
Destination Wealth Management
California
$80K
CAGAS
37
Capital Advisory Group Advisory Services
Minnesota
$71K
JP Morgan Chase
38
JP Morgan Chase
New York
$63K
CFGS
39
Concourse Financial Group Securities
Alabama
$43K
Citigroup
40
Citigroup
New York
$18K
PGAM
41
Princeton Global Asset Management
New Jersey
$12K +$12.4K +140 New
IA
42
IFP Advisors
Florida
$10K -$87.9K -992 -90%
GI
43
Gradient Investments
Minnesota
$10K
ASN
44
Advisory Services Network
Georgia
$9K +$9.13K +103 New
BWM
45
BerganKDV Wealth Management
Minnesota
$8K
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$8K +$2.22K +25 +36%
AIM
47
Advantage Investment Management
Iowa
$7K
NFG
48
Next Financial Group
Texas
$3K -$502K -5,662 -99%
NFH
49
NEXT Financial Holdings
Texas
$3K +$3.19K +36 New
AF
50
Allworth Financial
California
$3K +$3.46K +39 New