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iShares Interest Rate Hedged High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
MinichMacGregor Wealth Management
New York
$6.9M +$78.6K +926 +1%
TC
2
TownSquare Capital
Utah
$6.75M +$1.33M +15,718 +25%
DAS
3
Diversify Advisory Services
Utah
$6.63M +$6.57M +77,368 New
Bank of America
4
Bank of America
North Carolina
$6.58M +$859K +10,115 +15%
LPL Financial
5
LPL Financial
California
$5.35M +$1.38M +16,235 +35%
SIS
6
Sound Income Strategies
Florida
$5.2M +$454K +5,345 +10%
KWM
7
KFG Wealth Management
Indiana
$4.93M -$43.4K -511 -0.9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.4M +$441K +5,195 +11%
EF
9
Empowered Funds
Pennsylvania
$3.83M
UBS Group
10
UBS Group
Switzerland
$3.54M +$2.98M +35,053 +564%
AWS
11
Atria Wealth Solutions
New York
$3.07M +$2.82M +33,250 +1,292%
CCMG
12
Clark Capital Management Group
Pennsylvania
$2.76M +$2.73M +32,219 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.66M +$1.67M +19,670 +174%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.62M +$89.4K +1,053 +4%
FFN
15
Focus Financial Network
Minnesota
$1.98M +$62K +731 +3%
GVAG
16
Great Valley Advisor Group
Delaware
$1.92M +$1.9M +22,365 New
Deutsche Bank
17
Deutsche Bank
Germany
$1.79M
SHJ
18
Sharkey, Howes & Javer
Colorado
$1.46M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.17M +$1.16M +13,681 New
EH
20
Equitable Holdings
New York
$1.05M +$1.04M +12,278 New
AWM
21
Axxcess Wealth Management
California
$948K -$37.9K -447 -4%
CAAS
22
Capital Asset Advisory Services
Michigan
$922K -$54.4K -641 -6%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$899K +$93.3K +1,099 +12%
IA
24
IFP Advisors
Florida
$687K
MML Investors Services
25
MML Investors Services
Massachusetts
$619K +$82.6K +973 +16%