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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$879K +$87.5K +1,977 +11%
WMA
27
Wealth Management Associates
New Jersey
$876K +$64.1K +1,449 +8%
NL
28
NWAM LLC
Washington
$708K +$138K +3,119 +24%
LPL Financial
29
LPL Financial
California
$641K +$234K +5,292 +57%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$517K -$305K -6,892 -37%
KWA
31
KCS Wealth Advisory
California
$441K -$2.74K -62 -0.6%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$416K +$13.6K +308 +3%
CWM
33
Comprehensive Wealth Management
Washington
$373K +$374K +8,445 New
EB
34
Eastern Bank
Massachusetts
$333K +$50.9K +1,150 +18%
DWP
35
Destiny Wealth Partners
Florida
$297K
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$278K -$222K -5,019 -44%
UBS Group
37
UBS Group
Switzerland
$275K +$270K +6,103 +5,086%
1IA
38
1620 Investment Advisors
Massachusetts
$210K +$210K +4,741 New
PFM
39
Phillips Financial Management
Indiana
$136K
Morgan Stanley
40
Morgan Stanley
New York
$50.8K +$50.8K +1,148 +57,400%
SS
41
Sunbelt Securities
Texas
$47.6K +$44 +1 +0.1%
GA
42
GoalVest Advisory
New York
$14.5K +$14.5K +328 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
-$294K -6,574 Closed
JWCA
44
J.W. Cole Advisors
Florida
-$236K -5,269 Closed
WIM
45
Warwick Investment Management
Texas
-$215K -4,815 Closed
ASN
46
Advisory Services Network
Georgia
-$90.7K -2,029 Closed
AAS
47
Ameritas Advisory Services
Nebraska
-$6.21K -139 Closed
BAM
48
Belpointe Asset Management
Nevada
-$2.64K -59 Closed