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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
$83.8M +$16M +358,899 +24%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$73M +$8.93M +200,000 +14%
LPL Financial
3
LPL Financial
California
$63.7M +$4.27M +95,664 +7%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$50.9M +$1.78M +39,984 +4%
SIM
5
Stratos Investment Management
Ohio
$39.9M +$2.29M +51,391 +6%
Ameriprise
6
Ameriprise
Minnesota
$38.9M +$3.68M +82,438 +11%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$35.7M -$1.47M -32,916 -4%
Betterment LLC
8
Betterment LLC
New York
$28.6M +$6.84M +153,230 +32%
OIA
9
OneDigital Investment Advisors
Kansas
$28.1M +$4.16M +93,105 +18%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.5M +$27.3M +611,374 New
Bank of America
11
Bank of America
North Carolina
$27.1M +$2.51M +56,171 +10%
BlackRock
12
BlackRock
New York
$25.9M +$17.7M +396,611 +222%
MML Investors Services
13
MML Investors Services
Massachusetts
$25.5M +$5.54M +124,025 +28%
AWM
14
Ameliora Wealth Management
Switzerland
$23.5M +$1.05M +23,563 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$23.3M +$5.61M +125,680 +32%
WFPG
16
Waller Financial Planning Group
Ohio
$22M -$656K -14,699 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21.2M +$4.9M +109,683 +30%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$18.7M -$660K -14,774 -3%
Morgan Stanley
19
Morgan Stanley
New York
$17M +$3.01M +67,525 +22%
UCFA
20
United Capital Financial Advisors
Texas
$13.8M +$2.38M +53,230 +21%
UBS Group
21
UBS Group
Switzerland
$13.1M +$8.99M +201,290 +223%
BWP
22
BlueStem Wealth Partners
Minnesota
$12.4M -$986K -22,098 -7%
MSWM
23
McGlone Suttner Wealth Management
Wisconsin
$11.8M +$421K +9,425 +4%
PAG
24
Private Advisor Group
New Jersey
$10.2M -$2.57M -57,569 -20%
JP Morgan Chase
25
JP Morgan Chase
New York
$9.72M +$5.48M +122,847 +132%