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iShares Investment Grade Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$49.6M +$47.1M +1,095,639 New
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$49.1M -$9.12M -212,021 -16%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$32.4M -$3.43M -79,825 -10%
LPL Financial
4
LPL Financial
California
$25.4M +$22.3M +518,552 +1,210%
WFPG
5
Waller Financial Planning Group
Ohio
$21.3M +$165K +3,840 +0.8%
Bank of America
6
Bank of America
North Carolina
$18.4M +$13.5M +312,746 +330%
MML Investors Services
7
MML Investors Services
Massachusetts
$15M +$14.3M +331,564 New
OIA
8
OneDigital Investment Advisors
Kansas
$14.1M +$13.4M +312,532 New
AWM
9
Ameliora Wealth Management
Switzerland
$12.5M +$7.9M +183,532 +197%
UCFA
10
United Capital Financial Advisors
Texas
$12.2M +$11.6M +269,006 New
PWS
11
Paragon Wealth Strategies
Florida
$11.9M +$61K +1,417 +0.5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$10.7M +$1.15M +26,659 +13%
Ameriprise
13
Ameriprise
Minnesota
$10.3M -$1.09M -25,425 -10%
PAG
14
Private Advisor Group
New Jersey
$9.79M +$3.78M +87,968 +68%
Betterment LLC
15
Betterment LLC
New York
$9.14M +$8.69M +202,055 New
DC
16
Dorval Corp
Minnesota
$9M +$8.56M +198,946 New
MSWM
17
McGlone Suttner Wealth Management
Wisconsin
$6.06M +$5.76M +133,954 New
Goldman Sachs
18
Goldman Sachs
New York
$5.28M +$5.02M +116,746 New
Stifel Financial
19
Stifel Financial
Missouri
$4.79M +$4.56M +105,905 New
SL
20
Systelligence LLC
Minnesota
$4.19M +$3.98M +92,622 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.91M +$2.77M +64,356 New
RA
22
RFG Advisory
Alabama
$2.6M -$33.3K -775 -1%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$2.19M +$2.08M +48,339 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.06M +$1.96M +45,484 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.04M +$1.94M +45,136 New