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SYSB

iShares Systematic Bond ETF
SYSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
101
Synergy Investment Management
Florida
$889K +$38K +423 +4%
MWM
102
Modern Wealth Management
Kansas
$872K +$352K +3,921 +66%
CIA
103
Concurrent Investment Advisors
Florida
$866K +$874K +9,727 New
RFG
104
Range Financial Group
Oregon
$849K +$123K +1,370 +17%
SA
105
Scarborough Advisors
Maryland
$838K -$1.89M -21,015 -69%
SPIA
106
Steward Partners Investment Advisory
New York
$831K +$122K +1,356 +17%
PFG
107
PAX Financial Group
Texas
$831K -$39.5K -440 -5%
CFG
108
Cassilly Financial Group
Maryland
$829K +$39.8K +443 +5%
KWM
109
Keebeck Wealth Management
Illinois
$818K +$826K +9,189 New
SA
110
Sovran Advisors
California
$807K +$65.8K +732 +9%
AAS
111
Ameritas Advisory Services
Nebraska
$796K +$804K +8,944 New
RIA
112
Regal Investment Advisors
Michigan
$787K +$24.9K +277 +3%
KAS
113
Kestra Advisory Services
Texas
$786K +$338K +3,761 +74%
EFG
114
Ehrlich Financial Group
California
$761K +$50.6K +563 +7%
JC
115
JB Capital
Connecticut
$735K +$18.3K +204 +3%
SL
116
SWMG LLC
Texas
$728K +$735K +8,177 New
OAP
117
One Advisory Partners
Kansas
$723K +$84.1K +936 +13%
BWM
118
BCGM Wealth Management
Indiana
$719K +$74.6K +830 +11%
MWM
119
McNaughton Wealth Management
California
$715K +$146K +1,630 +25%
LWM
120
Liberty Wealth Management
California
$709K +$716K +7,967 New
VPP
121
Vertex Planning Partners
Illinois
$707K +$714K +7,942 New
BTI
122
Blue Trust Inc
Georgia
$695K -$115K -1,277 -14%
CAM
123
Cobblestone Asset Management
Virginia
$657K +$39.6K +441 +6%
DA
124
Detalus Advisors
Missouri
$657K +$54.9K +611 +9%
GA
125
Goldstein Advisors
Wisconsin
$646K +$84.4K +939 +15%
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5
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