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iShares Interest Rate Hedged High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.1M +$8.14M +94,050 +79%
MWM
2
MinichMacGregor Wealth Management
New York
$13.6M -$426K -4,920 -3%
KA
3
Kovack Advisors
Florida
$10.7M -$26.4K -305 -0.2%
M
4
MATAURO
New York
$9.99M +$1.34M +15,532 +15%
AWS
5
Atria Wealth Solutions
New York
$8.37M +$474K +5,475 +6%
UBS Group
6
UBS Group
Switzerland
$7.31M -$454K -5,247 -6%
RWA
7
Rooted Wealth Advisors
Illinois
$7.22M -$220K -2,538 -3%
SIS
8
Sound Income Strategies
Florida
$5.84M -$121K -1,400 -2%
FIA
9
Foundations Investment Advisors
Arizona
$5.82M +$111K +1,277 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.94M +$1.26M +14,507 +33%
Raymond James Financial
11
Raymond James Financial
Florida
$4.47M +$260K +3,005 +6%
NWWA
12
New Wave Wealth Advisors
Arkansas
$4.16M +$155K +1,791 +4%
Bank of America
13
Bank of America
North Carolina
$4.1M +$259K +2,991 +7%
Jane Street
14
Jane Street
New York
$3.79M +$2.87M +33,154 +291%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.51M -$4.19M -48,427 -54%
MML Investors Services
16
MML Investors Services
Massachusetts
$3.5M +$849K +9,803 +31%
AC
17
Apella Capital
Connecticut
$2.99M +$3.12M +36,025 New
DFCM
18
Dark Forest Capital Management
Puerto Rico
$2.7M +$28.7K +331 +1%
AF
19
Advisornet Financial
Minnesota
$2.44M +$2.48M +28,674 New
FFN
20
Focus Financial Network
Minnesota
$2.32M +$104K +1,197 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.24M -$205K -2,364 -8%
CCMG
22
Clark Capital Management Group
Pennsylvania
$2.19M +$45.4K +524 +2%
IA
23
Integrity Alliance
Iowa
$2.05M +$2.09M +24,101 New
IWA
24
IBEX Wealth Advisors
New Jersey
$1.77M +$10.2K +118 +0.6%
TI
25
TrueMark Investments
Illinois
$1.37M +$1.39M +16,036 New