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iShares Interest Rate Hedged High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$246K +$247K +2,977 New
Wells Fargo
27
Wells Fargo
California
$223K -$19K -229 -8%
CreativeOne Wealth
28
CreativeOne Wealth
Kansas
$219K – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$191K -$18.1K -219 -9%
HWP
30
Highline Wealth Partners
California
$157K -$113K -1,361 -42%
Morgan Stanley
31
Morgan Stanley
New York
$59.6K +$52K +628 +683%
FFA
32
Founders Financial Alliance
North Carolina
$47.6K – – –
Global Retirement Partners
33
Global Retirement Partners
California
$37K – – –
PGAM
34
Princeton Global Asset Management
New Jersey
$24.6K – – –
WP
35
WealthPLAN Partners
Nebraska
$21.7K +$21.7K +262 New
Belpointe Asset Management
36
Belpointe Asset Management
Nevada
$16.6K – – –
IFP Advisors
37
IFP Advisors
Florida
$9.66K -$468K -5,650 -98%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$8.86K -$83 -1 -0.9%
SS
39
Sunbelt Securities
Texas
$8.2K +$8.28K +100 New
AssetMark Inc
40
AssetMark Inc
California
$1.16K – – –
Huntington National Bank
41
Huntington National Bank
Ohio
$83 – – –
CFGS
42
Concourse Financial Group Securities
Alabama
– -$1.61M -19,437 Closed
LTI
43
Laffer Tengler Investments
Tennessee
– -$720K -8,780 Closed
LSA
44
Lion Street Advisors
Texas
– -$263K -3,000 Closed
SAF
45
Smith Anglin Financial
Texas
– -$233K -2,841 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
– -$17K -207 Closed
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
– -$6K -75 Closed
NewEdge Advisors
48
NewEdge Advisors
Louisiana
– -$2.13K -26 Closed
AWM
49
Accurate Wealth Management
Florida
– -$1.83K -22 Closed