We are live on ! Find out more
SYSB icon

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
101
Breakwater Capital Group
New Jersey
$1.04M +$400K +4,514 +62%
I
102
INVST
Indiana
$1.02M +$424K +4,783 +71%
FA
103
Fermata Advisors
California
$1.01M +$1.01M +11,337 New
PL
104
Plancorp LLC
Missouri
$1M +$1.02M +11,471 New
WP
105
WealthShield Partners
North Carolina
$1M +$10.5K +118 +1%
VPP
106
Vertex Planning Partners
Illinois
$990K +$285K +3,212 +40%
PIA
107
Perennial Investment Advisors
California
$976K -$298K -3,364 -23%
CWM
108
Curtis Wealth Management
Nevada
$973K +$51.8K +584 +6%
MWM
109
Modern Wealth Management
Kansas
$971K +$99.3K +1,120 +11%
IWA
110
Icon Wealth Advisors
Texas
$953K +$35.8K +404 +4%
CFG
111
Cassilly Financial Group
Maryland
$951K +$124K +1,404 +15%
BHWM
112
Bay Harbor Wealth Management
Maryland
$914K +$3.99K +45 +0.4%
MWM
113
McNaughton Wealth Management
California
$905K +$192K +2,169 +27%
NG
114
Novem Group
New York
$901K +$692K +7,807 +333%
SA
115
Sovran Advisors
California
$889K +$94K +1,060 +12%
RIA
116
Regal Investment Advisors
Michigan
$872K +$87.4K +986 +11%
SPIA
117
Steward Partners Investment Advisory
New York
$862K +$33.6K +379 +4%
Jane Street
118
Jane Street
New York
$861K +$860K +9,706 New
SA
119
Skyline Advisors
Washington
$850K +$220K +2,486 +35%
KAS
120
Kestra Advisory Services
Texas
$838K +$54.2K +611 +7%
OAP
121
One Advisory Partners
Kansas
$807K +$86.3K +974 +12%
KWM
122
Keebeck Wealth Management
Illinois
$802K -$13K -147 -2%
JC
123
JB Capital
Connecticut
$795K +$62.4K +704 +9%
PFG
124
PAX Financial Group
Texas
$786K -$42K -474 -5%
EPW
125
Endeavor Private Wealth
Kansas
$779K +$235K +2,655 +43%