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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
$71.1M -$723K -16,311 -1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$29.4M +$3.69M +83,243 +14%
PWS
3
Paragon Wealth Strategies
Florida
$22.7M +$212K +4,773 +0.9%
WFPG
4
Waller Financial Planning Group
Ohio
$20.1M +$19.9M +449,511 New
Ameriprise
5
Ameriprise
Minnesota
$7.98M +$4.71M +106,233 +147%
AF
6
Advisornet Financial
Minnesota
$7.85M +$279K +6,285 +4%
Jane Street
7
Jane Street
New York
$6.28M +$6.22M +140,420 New
PAG
8
Private Advisor Group
New Jersey
$5.58M -$102K -2,298 -2%
Wells Fargo
9
Wells Fargo
California
$4.27M +$4.23M +95,522 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.97M +$3.93M +88,686 New
Bank of America
11
Bank of America
North Carolina
$3.86M +$330K +7,437 +9%
CAL
12
Capital Analysts LLC
Pennsylvania
$2.92M +$893K +20,144 +45%
Stifel Financial
13
Stifel Financial
Missouri
$2.25M +$2.23M +50,408 New
RA
14
RFG Advisory
Alabama
$2.14M -$54.1K -1,221 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.85M +$1.71M +38,619 +1,449%
AWM
16
Ameliora Wealth Management
Switzerland
$1.83M +$1.81M +40,870 New
LTI
17
Laffer Tengler Investments
Tennessee
$1.63M +$1.61M +36,409 New
BlackRock
18
BlackRock
New York
$1.47M -$1.44M -32,481 -50%
CFGS
19
Concourse Financial Group Securities
Alabama
$1.14M +$1.13M +25,574 New
SPC
20
Sigma Planning Corp
Michigan
$992K +$61.3K +1,383 +7%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$831K -$1.95K -44 -0.2%
NA
22
NewEdge Advisors
Louisiana
$829K -$165K -3,729 -17%
WMA
23
Wealth Management Associates
New Jersey
$821K +$81.2K +1,831 +11%
LSA
24
Lion Street Advisors
Texas
$811K +$336K +7,585 +72%
AWM
25
AE Wealth Management
Kansas
$801K -$19.1K -431 -2%