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iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$263K -$80.1K -839 -23%
BF
27
BOK Financial
Oklahoma
$230K – – –
OIA
28
Optimum Investment Advisors
Illinois
$185K -$28.6K -300 -13%
UBS Group
29
UBS Group
Switzerland
$57K -$96.5K -1,011 -62%
RG
30
Retirement Group
California
$21K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Citadel Advisors
32
Citadel Advisors
Florida
– -$1.72M -17,288 Closed
GWM
33
Geneos Wealth Management
Colorado
– -$1.35M -13,563 Closed
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
– -$249K -2,501 Closed
AWM
35
Aspire Wealth Management
Massachusetts
– -$206K -2,065 Closed
WCG
36
Wall Capital Group
Arizona
– -$173K -1,737 Closed
FFG
37
Ford Financial Group
California
– -$129K -1,300 Closed