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SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
Optimum Investment Advisors
Illinois
$605K
SI
27
Stephens Inc
Arkansas
$512K
CA
28
Cetera Advisors
Colorado
$474K -$12.3K -121 -3%
Ameriprise
29
Ameriprise
Minnesota
$434K +$226K +2,217 +110%
IWS
30
Insight Wealth Strategies
California
$340K -$5.7K -56 -2%
DAS
31
Dynamic Advisor Solutions
Arizona
$319K
FTUS
32
Flow Traders U.S.
New York
$288K +$286K +2,807 New
SWP
33
Stratos Wealth Partners
Ohio
$275K -$42.4K -416 -13%
FFG
34
Ford Financial Group
California
$240K -$4.89K -48 -2%
WI
35
WBI Investments
New Jersey
$239K +$238K +2,334 New
PG
36
Patten Group
Tennessee
$232K -$236K -2,315 -51%
BWM
37
BCGM Wealth Management
Indiana
$217K +$217K +2,130 New
RG
38
Retirement Group
California
$185K +$99.3K +975 +117%
AF
39
Advisornet Financial
Minnesota
$154K +$5.91K +58 +4%
DWP
40
Destiny Wealth Partners
Florida
$78K +$77.9K +765 New
UBS Group
41
UBS Group
Switzerland
$41K +$34.6K +340 +576%
Morgan Stanley
42
Morgan Stanley
New York
$21K +$20.4K +200 New
Wells Fargo
43
Wells Fargo
California
$17K +$16.4K +161 +16,100%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K
DWMG
45
DB Wealth Management Group
California
$9K +$9.37K +92 New
APA
46
American Portfolios Advisors
New York
$8.72K
AWMS
47
Advocacy Wealth Management Services
Georgia
$6K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$1.87M -18,384 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
-$368K -3,621 Closed
Fidelity Investments
50
Fidelity Investments
Massachusetts
+$102 +1 New