We are live on ! Find out more
SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$449K
OIA
27
Optimum Investment Advisors
Illinois
$342K -$251K -2,500 -42%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$295K
SWM
29
Spire Wealth Management
Virginia
$276K +$100 +1 +0%
FFG
30
Ford Financial Group
California
$255K +$18.1K +181 +8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$249K +$248K +2,477 New
CFA
32
Carroll Financial Associates
North Carolina
$243K +$243K +2,419 New
DAS
33
Dynamic Advisor Solutions
Arizona
$222K -$31.1K -310 -12%
PG
34
Patten Group
Tennessee
$222K
PWM
35
PRW Wealth Management
Massachusetts
$222K +$221K +2,209 New
WCG
36
Wall Capital Group
Arizona
$216K +$501 +5 +0.2%
AF
37
Advisornet Financial
Minnesota
$152K +$802 +8 +0.5%
UBS Group
38
UBS Group
Switzerland
$145K -$98.5K -983 -41%
RG
39
Retirement Group
California
$144K -$38.9K -388 -21%
Morgan Stanley
40
Morgan Stanley
New York
$19K +$19.1K +191 New
Wells Fargo
41
Wells Fargo
California
$16K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$7K +$6.72K +67 New
AWMS
44
Advocacy Wealth Management Services
Georgia
$6K
EH
45
Equitable Holdings
New York
-$967K -9,690 Closed
DWP
46
Destiny Wealth Partners
Florida
-$76K -765 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
-$22K -220 Closed
EP
48
Eudaimonia Partners
Tennessee
-$11K -111 Closed
DWMG
49
DB Wealth Management Group
California
-$9K -92 Closed
APA
50
American Portfolios Advisors
New York
-$8.49K -85 Closed