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iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
151
MGO One Seven
Ohio
$416K +$170K +1,896 +68%
HighTower Advisors
152
HighTower Advisors
Illinois
$412K +$27.9K +311 +7%
PS
153
Principal Securities
Iowa
$405K +$409K +4,555 New
DF
154
Daviman Financial
Indiana
$379K -$40.3K -448 -10%
TF
155
Theory Financial
Colorado
$374K +$34.1K +380 +10%
IAN
156
Integrated Advisors Network
Texas
$369K +$372K +4,143 New
CPC
157
Cadia Private Client
New Jersey
$367K +$99.7K +1,110 +37%
HF
158
HRT Financial
New York
$361K +$365K +4,066 New
LIA
159
LifePlan Investment Advisors
North Carolina
$357K +$360K +4,010 New
HPM
160
Hoxton Planning & Management
West Virginia
$355K +$5.75K +64 +2%
GWP
161
Gen-Wealth Partners
Michigan
$348K -$43.8K -487 -11%
DWM
162
Diversify Wealth Management
Utah
$345K +$85.7K +954 +32%
BBA
163
Braun-Bostich & Associates
Pennsylvania
$345K +$12.8K +142 +4%
JESC
164
J.E. Simmons & Co
Texas
$343K +$346K +3,854 New
Baird Financial Group
165
Baird Financial Group
Wisconsin
$341K +$539 +6 +0.2%
LWA
166
Lifelong Wealth Advisors
Minnesota
$340K +$22.3K +248 +7%
IAS
167
Integrity Advisory Solutions
Texas
$337K +$50.6K +563 +17%
CA
168
Claro Advisors
Massachusetts
$334K -$7.82K -87 -2%
CAM
169
Concorde Asset Management
Michigan
$329K +$98.8K +1,100 +42%
BFG
170
Buttonwood Financial Group
Missouri
$323K +$57.9K +644 +22%
SL
171
Sentinus LLC
Illinois
$321K +$45.6K +508 +16%
SFM
172
Signet Financial Management
New Jersey
$318K +$4.67K +52 +1%
SF
173
Summit Financial
New Jersey
$314K +$317K +3,526 New
FWP
174
Firethorn Wealth Partners
Georgia
$313K +$316K +3,514 New
B
175
Bedminster
South Carolina
$310K +$12.9K +144 +4%