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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
$16.5M -$1.89M -22,241 -10%
MWM
2
MinichMacGregor Wealth Management
New York
$12.4M -$1.39M -16,401 -10%
M
3
MATAURO
New York
$9.82M -$322K -3,789 -3%
RWA
4
Rooted Wealth Advisors
Illinois
$8.12M +$279K +3,292 +4%
UBS Group
5
UBS Group
Switzerland
$7.62M +$196K +2,310 +3%
KA
6
Kovack Advisors
Florida
$7.51M -$3.32M -39,161 -31%
AWS
7
Atria Wealth Solutions
New York
$6.71M -$1.76M -20,746 -21%
AWM
8
Axxcess Wealth Management
California
$6.35M +$5.05M +59,543 +431%
CAAS
9
Capital Asset Advisory Services
Michigan
$6.32M +$5.02M +59,156 +428%
SIS
10
Sound Income Strategies
Florida
$5.84M -$89.3K -1,053 -2%
FIA
11
Foundations Investment Advisors
Arizona
$5.18M -$716K -8,440 -12%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.61M -$402K -4,733 -8%
IA
13
Inspire Advisors
Idaho
$4.39M +$4.31M +50,787 New
Raymond James Financial
14
Raymond James Financial
Florida
$4.29M -$252K -2,973 -6%
NWWA
15
New Wave Wealth Advisors
Arkansas
$4.22M -$8.99K -106 -0.2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.72M +$146K +1,725 +4%
Bank of America
17
Bank of America
North Carolina
$3.46M -$688K -8,108 -17%
AF
18
Advisornet Financial
Minnesota
$3.4M +$905K +10,661 +37%
MML Investors Services
19
MML Investors Services
Massachusetts
$3M -$538K -6,346 -15%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.86M +$582K +6,861 +26%
FFN
21
Focus Financial Network
Minnesota
$2.4M +$46.7K +550 +2%
AI
22
AXS Investments
New York
$2.13M +$2.09M +24,613 New
IWA
23
IBEX Wealth Advisors
New Jersey
$2M +$196K +2,310 +11%
CCMG
24
Clark Capital Management Group
Pennsylvania
$1.97M -$248K -2,928 -11%
FFS
25
Founders Financial Securities
Maryland
$1.87M +$1.84M +21,637 New