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SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Curtis Wealth Management
Nevada
$1.69M +$1.69M +18,775 New
OWA
52
One Wealth Advisors
California
$1.65M +$1.66M +18,385 New
IA
53
Integrity Alliance
Iowa
$1.54M +$1.55M +17,211 New
TF
54
Trek Financial
Arizona
$1.49M +$1.49M +16,554 New
APW
55
Austin Private Wealth
Texas
$1.47M +$1.47M +16,361 New
OAS
56
Optivise Advisory Services
Tennessee
$1.43M +$1.43M +15,906 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$1.43M +$1.43M +15,887 New
MWMDPGFG
58
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$1.32M +$1.32M +14,694 New
AssetMark Inc
59
AssetMark Inc
California
$1.26M +$1.26M +14,004 New
HFA
60
High Falls Advisors
New York
$1.22M +$1.22M +13,567 New
Mariner
61
Mariner
Kansas
$1.21M +$1.21M +13,474 New
SFO
62
Stokes Family Office
Louisiana
$1.21M +$1.21M +13,453 New
PIA
63
Perennial Investment Advisors
California
$1.19M +$1.19M +13,212 New
P
64
&Partners
Tennessee
$1.17M +$1.16M +12,912 New
SWM
65
SigFig Wealth Management
California
$1.15M +$1.15M +12,822 New
SW
66
Simplicity Wealth
New Jersey
$1.15M +$1.15M +12,818 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$1.15M +$698K +7,753 +155%
USCWA
68
U.S. Capital Wealth Advisors
Texas
$1.14M +$1.14M +12,699 New
AR
69
Apeiron RIA
Texas
$1.14M +$1.14M +12,681 New
BCI
70
Brinker Capital Investments
Pennsylvania
$1.1M +$1.11M +12,291 New
SWP
71
Stratos Wealth Partners
Ohio
$1.09M -$8.47M -94,035 -89%
TWP
72
Tyche Wealth Partners
Texas
$1.06M +$1.06M +11,815 New
FA
73
Fedenia Advisers
Wisconsin
$1.01M +$1.01M +11,218 New
GRP
74
Global Retirement Partners
California
$990K +$993K +11,026 New
WP
75
WealthShield Partners
North Carolina
$950K +$953K +10,580 New