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iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Wealth Alliance
New York
$890K +$264K +2,941 +42%
SIM
102
Synergy Investment Management
Florida
$889K +$38K +423 +4%
MWM
103
Modern Wealth Management
Kansas
$872K +$352K +3,921 +66%
CIA
104
Concurrent Investment Advisors
Florida
$866K +$874K +9,727 New
RFG
105
Range Financial Group
Oregon
$849K +$123K +1,370 +17%
SA
106
Scarborough Advisors
Maryland
$838K -$1.89M -21,015 -69%
SPIA
107
Steward Partners Investment Advisory
New York
$831K +$122K +1,356 +17%
PFG
108
PAX Financial Group
Texas
$831K -$39.5K -440 -5%
CFG
109
Cassilly Financial Group
Maryland
$829K +$39.8K +443 +5%
KWM
110
Keebeck Wealth Management
Illinois
$818K +$826K +9,189 New
SA
111
Sovran Advisors
California
$807K +$65.8K +732 +9%
AAS
112
Ameritas Advisory Services
Nebraska
$796K +$804K +8,944 New
RIA
113
Regal Investment Advisors
Michigan
$787K +$24.9K +277 +3%
KAS
114
Kestra Advisory Services
Texas
$786K +$338K +3,761 +74%
EFG
115
Ehrlich Financial Group
California
$761K +$50.6K +563 +7%
JC
116
JB Capital
Connecticut
$735K +$18.3K +204 +3%
SL
117
SWMG LLC
Texas
$728K +$735K +8,177 New
OAP
118
One Advisory Partners
Kansas
$723K +$84.1K +936 +13%
BWM
119
BCGM Wealth Management
Indiana
$719K +$74.6K +830 +11%
MWM
120
McNaughton Wealth Management
California
$715K +$146K +1,630 +25%
LWM
121
Liberty Wealth Management
California
$709K +$716K +7,967 New
VPP
122
Vertex Planning Partners
Illinois
$707K +$714K +7,942 New
BTI
123
Blue Trust Inc
Georgia
$695K -$115K -1,277 -14%
CAM
124
Cobblestone Asset Management
Virginia
$657K +$39.6K +441 +6%
DA
125
Detalus Advisors
Missouri
$657K +$54.9K +611 +9%