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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$13.4M +$675K +14,710 +5%
GWM
27
Geneos Wealth Management
Colorado
$12.1M +$396K +8,619 +3%
JP Morgan Chase
28
JP Morgan Chase
New York
$11.3M +$2.21M +48,088 +24%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$10.3M +$2.23M +48,652 +27%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$9.9M +$814K +17,722 +9%
NP
31
NorthRock Partners
Minnesota
$8.82M +$960K +20,903 +12%
BWP
32
BlueStem Wealth Partners
Minnesota
$8.46M -$776K -16,914 -8%
ETC
33
Exchange Traded Concepts
Oklahoma
$8.03M +$364K +7,932 +5%
BCG
34
Breakwater Capital Group
New Jersey
$7.93M +$1.93M +42,088 +32%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$7.88M +$317K +6,912 +4%
PAS
36
Park Avenue Securities
New York
$7.82M +$436K +9,498 +6%
AssetMark Inc
37
AssetMark Inc
California
$7.37M +$145K +3,152 +2%
Stifel Financial
38
Stifel Financial
Missouri
$7.34M +$603K +13,128 +9%
CAM
39
CPA Asset Management
Florida
$6.83M +$191K +4,167 +3%
DAS
40
Diversify Advisory Services
Utah
$5.41M +$516K +11,237 +10%
HC
41
Hoese & Co
Minnesota
$5.07M +$1.62M +35,387 +47%
HI
42
Harbour Investments
Wisconsin
$4.8M +$314K +6,834 +7%
Raymond James Financial
43
Raymond James Financial
Florida
$4.43M -$241K -5,243 -5%
IA
44
IFP Advisors
Florida
$4.36M -$651K -14,175 -13%
SL
45
Systelligence LLC
Minnesota
$4.25M -$5.83M -127,071 -58%
PGFC
46
Peapack-Gladstone Financial Corp
New Jersey
$4.02M +$1.3M +28,405 +48%
DWM
47
Dynasty Wealth Management
Florida
$4.02M +$450K +9,805 +13%
KFS
48
Kelly Financial Services
Massachusetts
$3.97M +$647K +14,083 +19%
KWS
49
Keystone Wealth Services
California
$3.94M +$115K +2,508 +3%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.79M -$1.15M -25,059 -23%