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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
$308M +$6.51M +142,869 +2%
LPL Financial
2
LPL Financial
California
$103M +$3.4M +74,677 +4%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$66.1M +$11.4M +250,000 +21%
BlackRock
4
BlackRock
New York
$50.5M -$15.2M -334,539 -24%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$45.9M -$1.1M -24,205 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$43.6M +$3.61M +79,102 +9%
Ameriprise
7
Ameriprise
Minnesota
$40.3M +$5.21M +114,230 +15%
Bank of America
8
Bank of America
North Carolina
$39.9M -$1.55M -33,961 -4%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$38.3M +$562K +12,339 +2%
JP Morgan Chase
10
JP Morgan Chase
New York
$31.4M -$3.09M -67,723 -9%
MML Investors Services
11
MML Investors Services
Massachusetts
$30.6M +$2.29M +50,215 +8%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$29.7M +$1.26M +27,579 +5%
Morgan Stanley
13
Morgan Stanley
New York
$29.6M +$7.13M +156,391 +32%
IWM
14
IHT Wealth Management
Illinois
$28M +$9M +197,511 +49%
SIM
15
Stratos Investment Management
Ohio
$27.3M +$4.64M +101,895 +21%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$26.3M +$413K +9,066 +2%
AWM
17
Ameliora Wealth Management
Switzerland
$23.1M +$9.31M +204,192 +70%
WFPG
18
Waller Financial Planning Group
Ohio
$22.7M +$369K +8,096 +2%
UCFA
19
United Capital Financial Advisors
Texas
$21.7M -$3.49M -76,573 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$20.8M +$1.76M +38,568 +9%
PA
21
Parallel Advisors
California
$20.7M +$20.3M +445,057 New
OIA
22
OneDigital Investment Advisors
Kansas
$20.6M -$19.6M -430,245 -49%
Betterment LLC
23
Betterment LLC
New York
$18.2M +$5.23M +114,786 +41%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$16.7M +$827K +18,134 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$15.9M +$1.07M +23,547 +7%