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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Maripau Wealth Management
Indiana
$255K +$253K +5,742 New
BAM
152
BOS Asset Management
Illinois
$249K +$248K +5,620 New
WA
153
Wealth Alliance
New York
$248K +$247K +5,596 New
FA
154
Fermata Advisors
California
$245K +$244K +5,519 New
PGFC
155
Peapack-Gladstone Financial Corp
New Jersey
$244K +$243K +5,500 New
CAL
156
Capital Analysts LLC
Pennsylvania
$237K +$227K +5,137 +2,569%
BWA
157
BCU Wealth Advisors
Illinois
$231K +$230K +5,211 New
EGA
158
Eagle Global Advisors
Texas
$231K +$230K +5,200 New
DWP
159
Destiny Wealth Partners
Florida
$229K -$51.7K -1,172 -19%
EWM
160
Executive Wealth Management
Michigan
$227K +$226K +5,119 New
CCM
161
Coldstream Capital Management
Washington
$227K +$226K +5,112 New
CAG
162
Csenge Advisory Group
Florida
$221K +$220K +4,986 New
BFG
163
Buttonwood Financial Group
Missouri
$221K +$222K +5,020 New
HPM
164
Hoxton Planning & Management
West Virginia
$215K +$214K +4,846 New
TPWA
165
TRUE Private Wealth Advisors
Oregon
$209K +$208K +4,708 New
IA
166
IFG Advisory
Georgia
$204K +$202K +4,587 New
TPA
167
Trivium Point Advisory
Connecticut
$202K +$201K +4,554 New
TCPW
168
Twin City Private Wealth
North Carolina
$183K +$182K +4,122 New
TFGT
169
TS Financial Group (TSFG)
Illinois
$174K +$173K +3,918 New
WFA
170
Wells Financial Advisors
Massachusetts
$161K +$160K +3,628 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$153K +$529K +11,976 +4%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$135K +$52K +1,179 +63%
PFM
173
Phillips Financial Management
Indiana
$112K -$24.9K -565 -18%
PTC
174
Private Trust Company
Ohio
$93K +$84.3K +1,911 +1,033%
SWM
175
Spire Wealth Management
Virginia
$84.1K +$83.7K +1,896 New