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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
176
CreativeOne Wealth
Kansas
-$5.78M -124,328 Closed
Truist Financial
177
Truist Financial
North Carolina
-$4.24M -91,280 Closed
KFS
178
Kelly Financial Services
Massachusetts
-$4.02M -86,510 Closed
US Bancorp
179
US Bancorp
Minnesota
-$3.9M -83,887 Closed
AWS
180
Atria Wealth Solutions
New York
-$3.44M -74,126 Closed
Prudential Financial
181
Prudential Financial
New Jersey
-$2.68M -57,608 Closed
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
-$2.2M -47,300 Closed
SHJ
183
Sharkey, Howes & Javer
Colorado
-$2.2M -47,242 Closed
BBWP
184
Beacon Bridge Wealth Partners
Pennsylvania
-$1.87M -40,199 Closed
TF
185
Trek Financial
Arizona
-$1.82M -39,219 Closed
PFG
186
PAX Financial Group
Texas
-$1.71M -36,719 Closed
BTI
187
Blue Trust Inc
Georgia
-$1.59M -35,916 Closed
PWM
188
Perigon Wealth Management
California
-$1.67M -35,894 Closed
HFA
189
High Falls Advisors
New York
-$1.57M -33,715 Closed
LWM
190
Liberty Wealth Management
California
-$1.46M -31,376 Closed
SXL
191
Summit X LLC
Missouri
-$1.38M -31,190 Closed
NL
192
NWAM LLC
Washington
-$1.43M -30,833 Closed
TWP
193
Triad Wealth Partners
Kansas
-$1.42M -30,562 Closed
PCA
194
Prosperity Capital Advisors
Ohio
-$1.35M -28,960 Closed
TVM
195
True Vision MN
Minnesota
-$1.3M -28,034 Closed
SFS
196
Security Financial Services
Indiana
-$1.3M -27,884 Closed
SWM
197
SigFig Wealth Management
California
-$1.26M -27,095 Closed
BHWM
198
Bay Harbor Wealth Management
Maryland
-$1.24M -26,775 Closed
SA
199
Scarborough Advisors
Maryland
-$1.19M -25,632 Closed
SW
200
Simplicity Wealth
New Jersey
-$1.18M -25,332 Closed