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iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
126
Goldstein Advisors
Wisconsin
$646K +$84.4K +939 +15%
BCG
127
Breakwater Capital Group
New Jersey
$643K +$650K +7,230 New
SA
128
Skyline Advisors
Washington
$631K +$637K +7,092 New
FFA
129
Farther Finance Advisors
California
$612K +$170K +1,895 +38%
I
130
INVST
Indiana
$600K -$59.8K -665 -9%
AssetMark Inc
131
AssetMark Inc
California
$594K -$658K -7,328 -52%
WIA
132
World Investment Advisors
California
$582K -$719 -8 -0.1%
WWG
133
West Wealth Group
California
$580K +$586K +6,519 New
VH
134
Visionary Horizons
Tennessee
$580K +$585K +6,516 New
QPWM
135
Quadrant Private Wealth Management
Pennsylvania
$570K +$85.3K +949 +17%
CWS
136
Cypress Wealth Services
California
$561K +$60.1K +669 +12%
CPG
137
Cornerstone Planning Group
New Jersey
$561K +$134K +1,493 +31%
EPW
138
Endeavor Private Wealth
Kansas
$545K +$268K +2,981 +95%
CA
139
Chatterton & Associates
California
$538K +$156K +1,740 +41%
TC
140
Town Capital
Maryland
$536K +$541K +6,019 New
GWP
141
Gateway Wealth Partners
Wisconsin
$530K +$535K +5,952 New
MYIA
142
Mount Yale Investment Advisors
Colorado
$529K +$534K +5,947 New
IA
143
IFP Advisors
Florida
$525K +$295K +3,286 +126%
CWP
144
Cyndeo Wealth Partners
Florida
$515K +$520K +5,787 New
BIG
145
Brookwood Investment Group
Arizona
$501K +$252K +2,808 +99%
KFSC
146
Keystone Financial Services (Colorado)
Colorado
$480K +$484K +5,392 New
Jones Financial Companies
147
Jones Financial Companies
Missouri
$472K +$267K +2,966 +125%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$441K +$446K +4,964 New
CWAI
149
Core Wealth Advisors (Indiana)
Indiana
$440K +$28.5K +317 +7%
AWM
150
Apollon Wealth Management
South Carolina
$425K +$81.6K +908 +23%