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SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAP
101
One Advisory Partners
Kansas
$645K +$647K +7,190 New
WA
102
Wealth Alliance
New York
$634K +$636K +7,060 New
CAM
103
Cobblestone Asset Management
Virginia
$623K +$625K +6,938 New
DA
104
Detalus Advisors
Missouri
$607K +$609K +6,768 New
WIA
105
World Investment Advisors
California
$588K +$590K +6,549 New
MWM
106
McNaughton Wealth Management
California
$575K +$577K +6,407 New
GA
107
Goldstein Advisors
Wisconsin
$568K +$569K +6,324 New
MWM
108
Modern Wealth Management
Kansas
$530K +$532K +5,906 New
CWS
109
Cypress Wealth Services
California
$505K +$507K +5,631 New
QPWM
110
Quadrant Private Wealth Management
Pennsylvania
$490K +$492K +5,460 New
CAL
111
Capital Analysts LLC
Pennsylvania
$483K +$484K +5,378 New
KAS
112
Kestra Advisory Services
Texas
$455K +$457K +5,074 New
FFA
113
Farther Finance Advisors
California
$449K +$450K +5,002 New
SFS
114
Security Financial Services
Indiana
$439K +$440K +4,887 New
CPG
115
Cornerstone Planning Group
New Jersey
$436K +$436K +4,844 New
DF
116
Daviman Financial
Indiana
$422K +$424K +4,706 New
AWM
117
Alterna Wealth Management
Texas
$415K +$417K +4,629 New
CWAI
118
Core Wealth Advisors (Indiana)
Indiana
$415K +$417K +4,628 New
GWP
119
Gen-Wealth Partners
Michigan
$395K +$396K +4,400 New
HighTower Advisors
120
HighTower Advisors
Illinois
$387K +$389K +4,317 New
CA
121
Chatterton & Associates
California
$385K +$387K +4,293 New
HPM
122
Hoxton Planning & Management
West Virginia
$352K +$353K +3,922 New
AWM
123
Apollon Wealth Management
South Carolina
$347K +$348K +3,868 New
CA
124
Claro Advisors
Massachusetts
$344K +$345K +3,836 New
TF
125
Theory Financial
Colorado
$344K +$344K +3,817 New