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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Advisornet Financial
Minnesota
$8.96M +$195K +3,592 +2%
BlackRock
2
BlackRock
New York
$3.77M -$3.86M -70,909 -50%
Jane Street
3
Jane Street
New York
$3.51M +$1.99M +36,678 +128%
KWA
4
KCS Wealth Advisory
California
$3.12M +$1.14M +20,937 +56%
AWM
5
AE Wealth Management
Kansas
$2.44M +$2.12M +38,948 +603%
Citadel Advisors
6
Citadel Advisors
Florida
$1.72M -$4.62M -84,912 -73%
Ameriprise
7
Ameriprise
Minnesota
$1.09M +$97K +1,784 +10%
SWM
8
SeaCrest Wealth Management
New York
$1.08M +$1.09M +20,102 New
LPL Financial
9
LPL Financial
California
$846K +$293K +5,394 +52%
DWP
10
Destiny Wealth Partners
Florida
$616K
LSA
11
Lion Street Advisors
Texas
$569K +$574K +10,561 New
PK
12
Pflug Koory
Nebraska
$481K
Bank of America
13
Bank of America
North Carolina
$352K +$15K +275 +4%
DAS
14
Dynamic Advisor Solutions
Arizona
$288K -$40.5K -745 -12%
Osaic Holdings
15
Osaic Holdings
Arizona
$192K +$22.8K +419 +13%
Morgan Stanley
16
Morgan Stanley
New York
$135K +$5.17K +95 +4%
AWM
17
Avior Wealth Management
Nebraska
$16K
UBS Group
18
UBS Group
Switzerland
$15K -$12.3K -226 -46%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4K +$4.13K +76 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$3K -$54 -1 -2%
Wells Fargo
21
Wells Fargo
California
$2K -$7.45K -137 -77%
Citigroup
22
Citigroup
New York
-$22K -400 Closed