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iShares Investment Grade Systematic Bond ETF
IGEB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
101
Brinker Capital Investments
Pennsylvania
$808K +$55.5K +1,210 +7%
KAS
102
Kestra Advisory Services
Texas
$806K +$80.7K +1,757 +11%
JSL
103
JT Stratford LLC
Georgia
$805K +$809K +17,621 New
AL
104
ADE LLC
Maryland
$797K +$88.1K +1,920 +12%
CWP
105
Cyndeo Wealth Partners
Florida
$740K +$53.5K +1,166 +8%
WIA
106
World Investment Advisors
California
$736K +$295K +6,432 +66%
VPP
107
Vertex Planning Partners
Illinois
$732K +$37.6K +820 +5%
I
108
INVST
Indiana
$727K +$149K +3,244 +26%
AWM
109
Able Wealth Management
New Jersey
$720K +$5.23K +114 +0.7%
SW
110
SteelPeak Wealth
California
$710K +$181K +3,953 +34%
1IA
111
1620 Investment Advisors
Massachusetts
$660K -$13.5K -295 -2%
GM
112
GeoWealth Management
Illinois
$636K +$52.1K +1,135 +9%
CAG
113
Centerpoint Advisory Group
Kansas
$615K -$74.9K -1,631 -11%
IA
114
Integrity Alliance
Iowa
$579K +$582K +12,675 New
PA
115
Parallel Advisors
California
$568K -$107K -2,327 -16%
GWMR
116
GC Wealth Management RIA
Massachusetts
$555K +$19.4K +422 +4%
AFP
117
Ausdal Financial Partners
Iowa
$534K +$459 +10 +0.1%
HFA
118
High Falls Advisors
New York
$513K +$35.6K +775 +7%
SHJ
119
Sharkey, Howes & Javer
Colorado
$501K +$504K +10,968 New
AWM
120
Axxcess Wealth Management
California
$491K – – –
RWM
121
Riverbend Wealth Management
South Carolina
$487K +$159K +3,466 +48%
VR
122
Vision Retirement
New Jersey
$459K +$462K +10,056 New
OCA
123
OpenArc Corporate Advisory
Georgia
$433K +$436K +9,491 New
LFG
124
Lockerman Financial Group
California
$429K +$321 +7 +0.1%
ACP
125
Argyle Capital Partners
California
$422K – – –
3 4
5
6 7