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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$69.6M -$5.73M -133,310 -8%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$24.9M +$378K +8,786 +2%
PWS
3
Paragon Wealth Strategies
Florida
$21.8M +$21.6M +503,877 New
AF
4
Advisornet Financial
Minnesota
$7.33M +$363K +8,450 +5%
PAG
5
Private Advisor Group
New Jersey
$5.5M -$14.2K -331 -0.3%
Bank of America
6
Bank of America
North Carolina
$3.41M +$3.11M +72,353 +1,123%
Ameriprise
7
Ameriprise
Minnesota
$3.13M +$480K +11,174 +18%
BlackRock
8
BlackRock
New York
$2.83M -$281K -6,551 -9%
RA
9
RFG Advisory
Alabama
$2.22M +$2.11M +49,182 New
CAL
10
Capital Analysts LLC
Pennsylvania
$1.95M +$1.94M +45,121 New
NA
11
NewEdge Advisors
Louisiana
$966K +$959K +22,316 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$926K +$918K +21,375 New
SPC
13
Sigma Planning Corp
Michigan
$901K -$43.2K -1,005 -5%
KWA
14
KCS Wealth Advisory
California
$861K -$55.5K -1,292 -6%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$807K +$801K +18,632 New
AWM
16
AE Wealth Management
Kansas
$795K -$50.7K -1,181 -6%
WMA
17
Wealth Management Associates
New Jersey
$716K +$85.3K +1,986 +14%
LSA
18
Lion Street Advisors
Texas
$568K +$30.1K +700 +7%
MCC
19
Money Concepts Capital
Florida
$450K +$446K +10,380 New
NL
20
NWAM LLC
Washington
$414K +$7.78K +181 +2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$384K +$379K +8,821 New
Citadel Advisors
22
Citadel Advisors
Florida
$337K -$1.3M -30,353 -80%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$290K -$2.23K -52 -0.8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$285K
DWP
25
Destiny Wealth Partners
Florida
$219K +$81.1K +1,888 +60%