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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
$52.9M +$3.76M +84,148 +8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$44.4M -$4.24M -94,808 -9%
LPL Financial
3
LPL Financial
California
$33.2M +$8.01M +179,107 +32%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$33.2M +$1.11M +24,813 +3%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$24.7M +$24.6M +550,000 New
Bank of America
6
Bank of America
North Carolina
$22.9M +$4.61M +103,050 +25%
WFPG
7
Waller Financial Planning Group
Ohio
$21.3M +$159K +3,545 +0.8%
Ameriprise
8
Ameriprise
Minnesota
$21.2M +$11M +245,429 +108%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$17.7M +$16.9M +377,830 +2,289%
OIA
10
OneDigital Investment Advisors
Kansas
$16.1M +$2.11M +47,158 +15%
MML Investors Services
11
MML Investors Services
Massachusetts
$14.9M +$7.42K +166 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$14.3M +$3.67M +82,177 +35%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.3M +$13.7M +307,118 +2,740%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.8M +$12.8M +285,640 New
AWM
15
Ameliora Wealth Management
Switzerland
$12.7M +$338K +7,555 +3%
SIM
16
Stratos Investment Management
Ohio
$12.1M +$12.1M +270,546 New
UCFA
17
United Capital Financial Advisors
Texas
$11.5M -$538K -12,043 -4%
PAG
18
Private Advisor Group
New Jersey
$11M +$1.24M +27,741 +13%
MSWM
19
McGlone Suttner Wealth Management
Wisconsin
$9.66M +$3.65M +81,527 +61%
Betterment LLC
20
Betterment LLC
New York
$9.24M +$183K +4,084 +2%
DC
21
Dorval Corp
Minnesota
$9.06M +$211K +4,714 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.91M +$3.86M +86,341 +190%
GWM
23
Geneos Wealth Management
Colorado
$5.18M +$4.6M +102,815 +813%
Stifel Financial
24
Stifel Financial
Missouri
$5.11M +$360K +8,052 +8%
SL
25
Systelligence LLC
Minnesota
$4.13M -$19.4K -433 -0.5%