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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
26
Clearwater Capital Advisors
Illinois
$209K +$207K +4,821 New
PFM
27
Phillips Financial Management
Indiana
$133K +$19.3K +450 +17%
Osaic Holdings
28
Osaic Holdings
Arizona
$116K +$11K +257 +11%
UBS Group
29
UBS Group
Switzerland
$39.6K +$39.3K +914 New
Morgan Stanley
30
Morgan Stanley
New York
$14.1K +$13.9K +323 +16,150%
BAM
31
Belpointe Asset Management
Nevada
$2.56K +$2.54K +59 New
ASN
32
Advisory Services Network
Georgia
$1.82K +$1.8K +42 New
Jane Street
33
Jane Street
New York
-$1.32M -31,173 Closed
PK
34
Pflug Koory
Nebraska
-$379K -8,951 Closed
DAS
35
Dynamic Advisor Solutions
Arizona
-$221K -5,214 Closed
WIM
36
Warwick Investment Management
Texas
-$213K -5,031 Closed