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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$11M +$818K +17,935 +8%
JP Morgan Chase
27
JP Morgan Chase
New York
$10.1M -$967K -21,209 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$8.64M +$873K +19,145 +11%
BCG
29
Breakwater Capital Group
New Jersey
$7.97M +$151K +3,314 +2%
NP
30
NorthRock Partners
Minnesota
$7.89M -$815K -17,885 -9%
ETC
31
Exchange Traded Concepts
Oklahoma
$7.89M -$41.4K -909 -0.5%
AssetMark Inc
32
AssetMark Inc
California
$7.4M +$130K +2,850 +2%
Stifel Financial
33
Stifel Financial
Missouri
$7.36M +$115K +2,519 +2%
PAS
34
Park Avenue Securities
New York
$6M -$1.74M -38,061 -22%
Citadel Advisors
35
Citadel Advisors
Florida
$5.9M +$5.97M +131,012 New
CAM
36
CPA Asset Management
Florida
$5.77M -$974K -21,371 -14%
DWM
37
Diversify Wealth Management
Utah
$5.65M +$5.42M +118,901 +1,789%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$5.45M +$3.99M +87,622 +263%
HI
39
Harbour Investments
Wisconsin
$5.21M +$476K +10,443 +10%
HC
40
Hoese & Co
Minnesota
$4.9M -$99K -2,172 -2%
KFS
41
Kelly Financial Services
Massachusetts
$4.08M +$159K +3,491 +4%
AWM
42
Accel Wealth Management
Iowa
$4.02M +$589K +12,927 +17%
KWS
43
Keystone Wealth Services
California
$3.9M +$15.3K +336 +0.4%
DAS
44
Daybright Advisory Services
Florida
$3.77M +$236K +5,184 +7%
IA
45
IFP Advisors
Florida
$3.66M -$644K -14,119 -15%
LCM
46
Lunt Capital Management
Utah
$3.51M +$504K +11,049 +17%
Raymond James Financial
47
Raymond James Financial
Florida
$3.29M -$1.09M -23,979 -25%
IFG
48
Independent Financial Group
California
$3.21M +$3.25M +71,198 New
AWM
49
Altus Wealth Management
Kentucky
$3.15M +$137K +3,008 +4%
Osaic Holdings
50
Osaic Holdings
Arizona
$3.03M -$718K -15,739 -19%