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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
151
B. Riley Wealth Advisors
Florida
$465K -$96.5K -2,118 -17%
FA
152
Fermata Advisors
California
$452K +$191K +4,200 +76%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$451K +$11.6K +254 +3%
CAL
154
Capital Analysts LLC
Pennsylvania
$450K +$198K +4,344 +81%
LIM
155
Leavell Investment Management
Alabama
$450K +$441K +9,675 New
VPP
156
Vertex Planning Partners
Illinois
$445K +$25K +548 +6%
Goldman Sachs
157
Goldman Sachs
New York
$431K -$211K -4,624 -33%
QPWM
158
Quadrant Private Wealth Management
Pennsylvania
$423K +$91.8K +2,014 +28%
Comerica Bank
159
Comerica Bank
Texas
$391K -$19.1K -418 -5%
DAS
160
Diversify Advisory Services
Utah
$387K -$228K -4,997 -37%
BAM
161
BOS Asset Management
Illinois
$373K +$110K +2,416 +43%
PFA
162
Pettinga Financial Advisors
Indiana
$368K +$53.6K +1,176 +17%
CWM
163
Certus Wealth Management
California
$367K +$360K +7,892 New
AWA
164
Arkadios Wealth Advisors
Georgia
$351K -$7.93K -174 -2%
IWC
165
Integrated Wealth Concepts
Massachusetts
$344K +$7.38K +162 +2%
MYIA
166
Mount Yale Investment Advisors
Colorado
$337K -$9.89K -217 -3%
PGFC
167
Peapack-Gladstone Financial Corp
New Jersey
$316K +$59.3K +1,300 +24%
AWMS
168
Advocacy Wealth Management Services
Georgia
$290K +$285K +6,248 New
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$285K +$280K +6,140 New
FHC
170
First Heartland Consultants
Missouri
$285K +$280K +6,139 New
CJ
171
Caitlin John
Michigan
$282K -$4.79K -105 -2%
SOAMC
172
Spirit of America Management Corp
New York
$277K -$21.2K -466 -7%
CAM
173
Concorde Asset Management
Michigan
$276K +$271K +5,937 New
ATS
174
Ashton Thomas Securities
New York
$274K -$137 -3 -0.1%
AL
175
ADE LLC
Maryland
$272K +$267K +5,848 New