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iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VH
126
Visionary Horizons
Tennessee
$778K +$200K +2,254 +35%
EFG
127
Ehrlich Financial Group
California
$771K +$12.8K +144 +2%
QPWM
128
Quadrant Private Wealth Management
Pennsylvania
$758K +$189K +2,136 +33%
BWM
129
BCGM Wealth Management
Indiana
$751K +$33.7K +380 +5%
AssetMark Inc
130
AssetMark Inc
California
$725K +$133K +1,501 +22%
BTI
131
Blue Trust Inc
Georgia
$724K +$31.2K +352 +5%
LWM
132
Liberty Wealth Management
California
$709K – – –
JWM
133
JPL Wealth Management
Colorado
$709K +$585K +6,595 +474%
CAM
134
Cobblestone Asset Management
Virginia
$665K +$10K +113 +2%
AFP
135
Advus Financial Partners
Florida
$664K +$663K +7,480 New
SL
136
SWMG LLC
Texas
$661K -$57.2K -645 -8%
HighTower Advisors
137
HighTower Advisors
Illinois
$656K +$245K +2,764 +60%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$654K +$177K +2,000 +37%
CA
139
Chatterton & Associates
California
$652K +$123K +1,387 +23%
PAG
140
Private Advisor Group
New Jersey
$645K -$289K -3,258 -31%
GA
141
Goldstein Advisors
Wisconsin
$634K -$10.7K -121 -2%
FFA
142
Farther Finance Advisors
California
$616K +$4.17K +47 +0.7%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$608K +$607K +6,851 New
CPG
144
Cornerstone Planning Group
New Jersey
$606K +$53.4K +602 +9%
WWG
145
West Wealth Group
California
$600K +$21.5K +242 +4%
TC
146
Town Capital
Maryland
$593K +$58.5K +660 +11%
WIA
147
World Investment Advisors
California
$584K +$3.63K +41 +0.6%
BAM
148
BOS Asset Management
Illinois
$574K +$573K +6,466 New
SFS
149
Security Financial Services
Indiana
$569K -$548K -6,181 -49%
MOS
150
MGO One Seven
Ohio
$568K +$154K +1,734 +37%