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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
26
Kelly Financial Services
Massachusetts
$11.4M +$7.35M +163,073 +181%
JP Morgan Chase
27
JP Morgan Chase
New York
$10.9M +$678K +15,054 +7%
BWP
28
BlueStem Wealth Partners
Minnesota
$10.2M -$1.98M -43,986 -16%
AssetMark Inc
29
AssetMark Inc
California
$9.43M +$2.03M +44,953 +27%
Stifel Financial
30
Stifel Financial
Missouri
$7.55M +$189K +4,198 +3%
ETC
31
Exchange Traded Concepts
Oklahoma
$7.51M -$381K -8,458 -5%
SL
32
Systelligence LLC
Minnesota
$7.15M +$7.15M +158,594 New
NP
33
NorthRock Partners
Minnesota
$6.93M -$972K -21,578 -12%
DWM
34
Diversify Wealth Management
Utah
$6.81M +$1.26M +28,070 +22%
DAS
35
Diversify Advisory Services
Utah
$6.81M +$6.92M +153,618 New
BCG
36
Breakwater Capital Group
New Jersey
$6.13M -$1.85M -41,166 -23%
PAG
37
Private Advisor Group
New Jersey
$6.04M -$9.35M -207,557 -61%
PAS
38
Park Avenue Securities
New York
$5.24M -$774K -17,175 -13%
HI
39
Harbour Investments
Wisconsin
$5.2M -$15.3K -340 -0.3%
HC
40
Hoese & Co
Minnesota
$4.95M +$37.1K +824 +0.8%
Osaic Holdings
41
Osaic Holdings
Arizona
$4.16M +$1.12M +24,965 +37%
KWS
42
Keystone Wealth Services
California
$4.12M +$215K +4,772 +6%
AWM
43
Accel Wealth Management
Iowa
$3.97M -$51.7K -1,148 -1%
PCA
44
Prosperity Capital Advisors
Ohio
$3.82M +$1.23M +27,199 +47%
LCM
45
Lunt Capital Management
Utah
$3.7M +$189K +4,190 +5%
JC
46
JB Capital
Connecticut
$3.54M +$1.02M +22,672 +41%
Jane Street
47
Jane Street
New York
$3.31M +$1.84M +40,921 +126%
TPA
48
Trivium Point Advisory
Connecticut
$3.17M +$3.16M +70,182 New
AWM
49
Altus Wealth Management
Kentucky
$3.12M -$35K -776 -1%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2.89M +$1.07M +23,784 +59%