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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
51
Kelly Financial Services
Massachusetts
$3.35M +$600K +13,173 +22%
AWM
52
Accel Wealth Management
Iowa
$3.35M +$254K +5,582 +8%
LCM
53
Lunt Capital Management
Utah
$3.31M -$150K -3,300 -4%
SPIA
54
Steward Partners Investment Advisory
New York
$3.29M +$507K +11,133 +18%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$3.1M +$3.07M +67,359 New
FA
56
Fermata Advisors
California
$3.02M +$973K +21,369 +48%
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$2.75M +$2.28K +50 +0.1%
FL
58
FreeGulliver LLC
Louisiana
$2.72M +$262K +5,745 +11%
SVWG
59
Shared Vision Wealth Group
United States
$2.45M -$62.7K -1,376 -3%
AG
60
Ascent Group
Virginia
$2.32M +$164K +3,602 +8%
ASN
61
Advisory Services Network
Georgia
$2.29M -$174K -3,821 -7%
AWM
62
Altus Wealth Management
Kentucky
$2.04M +$39.9K +875 +2%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$2M +$272K +5,969 +16%
VAS
64
Vestmark Advisory Solutions
Massachusetts
$2M -$2.03M -44,526 -51%
AI
65
Atria Investments
North Carolina
$1.95M -$283K -6,211 -13%
JC
66
JB Capital
Connecticut
$1.89M +$366K +8,038 +24%
SA
67
Sovran Advisors
California
$1.84M +$460K +10,105 +34%
FFS
68
Founders Financial Securities
Maryland
$1.8M -$16.8K -368 -0.9%
PCA
69
Prosperity Capital Advisors
Ohio
$1.72M +$290K +6,357 +20%
SWP
70
Sagespring Wealth Partners
Tennessee
$1.72M +$447K +9,819 +36%
SL
71
SWMG LLC
Texas
$1.62M -$347K -7,613 -18%
PCIA
72
Prime Capital Investment Advisors
Kansas
$1.57M -$42.5K -933 -3%
TFA
73
Transamerica Financial Advisors
Florida
$1.5M +$1.48M +32,579 New
FFA
74
Farther Finance Advisors
California
$1.44M +$74K +1,624 +5%
CF
75
Convergence Financial
Missouri
$1.42M +$139K +3,049 +11%