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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$614K +$609K +13,731 New
NL
27
NWAM LLC
Washington
$577K +$149K +3,353 +35%
BMM
28
Buffington Mohr McNeal
Idaho
$551K +$547K +12,330 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$503K +$111K +2,513 +28%
KWA
30
KCS Wealth Advisory
California
$449K -$436K -9,827 -49%
LPL Financial
31
LPL Financial
California
$412K +$409K +9,215 New
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$357K +$107K +2,422 +36%
Citadel Advisors
33
Citadel Advisors
Florida
$354K +$6.65K +150 +2%
DWP
34
Destiny Wealth Partners
Florida
$300K +$73.8K +1,664 +33%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$294K
EB
36
Eastern Bank
Massachusetts
$285K +$283K +6,384 New
JWCA
37
J.W. Cole Advisors
Florida
$236K +$234K +5,269 New
WIM
38
Warwick Investment Management
Texas
$215K +$213K +4,815 New
PFM
39
Phillips Financial Management
Indiana
$138K
ASN
40
Advisory Services Network
Georgia
$90.7K +$88.1K +1,987 +4,731%
SS
41
Sunbelt Securities
Texas
$47.8K +$47.7K +1,077 New
AAS
42
Ameritas Advisory Services
Nebraska
$6.21K +$6.16K +139 New
UBS Group
43
UBS Group
Switzerland
$5.37K -$35.2K -794 -87%
BAM
44
Belpointe Asset Management
Nevada
$2.64K
Morgan Stanley
45
Morgan Stanley
New York
$89 -$14.3K -323 -99%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$926K -21,375 Closed
MCC
47
Money Concepts Capital
Florida
-$450K -10,380 Closed
CCA
48
Clearwater Capital Advisors
Illinois
-$209K -4,821 Closed