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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
51
DOHJ LLC
Washington
$2.15M +$619K +14,031 +41%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.01M +$2M +45,302 New
CIAS
53
CFS Investment Advisory Services
New Jersey
$1.98M +$1.97M +44,639 New
BMM
54
Buffington Mohr McNeal
Idaho
$1.93M +$65.9K +1,494 +4%
OP
55
ORG Partners
Indiana
$1.92M +$1.93M +43,732 New
HI
56
Harbour Investments
Wisconsin
$1.92M +$61K +1,381 +3%
AG
57
Ascent Group
Virginia
$1.83M +$806K +18,263 +79%
SHJ
58
Sharkey, Howes & Javer
Colorado
$1.78M +$1.77M +40,188 New
TF
59
Trek Financial
Arizona
$1.77M +$1.76M +39,840 New
PCIA
60
Prime Capital Investment Advisors
Kansas
$1.76M -$30.1K -681 -2%
FL
61
FreeGulliver LLC
Louisiana
$1.75M +$1.46M +33,162 +523%
T
62
Tidemark
California
$1.72M +$1.71M +38,677 New
SPC
63
Sigma Planning Corp
Michigan
$1.68M +$30.8K +697 +2%
DWM
64
Dynasty Wealth Management
Florida
$1.63M +$1.62M +36,776 New
HGWM
65
Horst & Graben Wealth Management
Oregon
$1.61M +$1.6M +36,203 New
PFG
66
PAX Financial Group
Texas
$1.59M +$1.58M +35,831 New
IWA
67
Icon Wealth Advisors
Texas
$1.51M +$1.33M +30,052 +890%
AAS
68
Avantax Advisory Services
Texas
$1.47M +$1.46M +33,049 New
HFA
69
High Falls Advisors
New York
$1.45M +$1.45M +32,761 New
AWM
70
Altus Wealth Management
Kentucky
$1.45M +$18.2K +412 +1%
SXL
71
Summit X LLC
Missouri
$1.39M +$1.38M +31,345 New
SPIA
72
Steward Partners Investment Advisory
New York
$1.37M +$1.22M +27,658 +888%
PWM
73
Perigon Wealth Management
California
$1.36M +$1.36M +30,755 New
AWM
74
AE Wealth Management
Kansas
$1.35M +$1.34M +30,353 New
LWM
75
Liberty Wealth Management
California
$1.32M +$1.69M +38,251 New