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SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
176
Lifelong Wealth Advisors
Minnesota
$363K +$24.6K +277 +7%
CA
177
Claro Advisors
Massachusetts
$363K +$30.2K +341 +9%
FWP
178
Firethorn Wealth Partners
Georgia
$359K +$47.4K +535 +15%
SF
179
Summit Financial
New Jersey
$355K +$41.8K +472 +13%
B
180
Bedminster
South Carolina
$349K +$39.8K +449 +13%
SPAS
181
Spectrum Planning & Advisory Services
California
$346K +$51.7K +583 +18%
Citigroup
182
Citigroup
New York
$336K +$234K +2,641 +231%
IAS
183
Integrity Advisory Solutions
Texas
$335K -$1.51K -17 -0.4%
GWP
184
Gen-Wealth Partners
Michigan
$333K -$14.6K -165 -4%
KW
185
KWB Wealth
California
$332K +$45.7K +516 +16%
CPC
186
Cadia Private Client
New Jersey
$330K -$36.2K -408 -10%
HI
187
Harbour Investments
Wisconsin
$329K +$31.4K +354 +11%
BWM
188
BAM Wealth Management
Colorado
$318K +$318K +3,589 New
BFG
189
Beto Financial Group
Idaho
$318K +$66.1K +746 +26%
WPW
190
Watershed Private Wealth
Illinois
$314K +$26K +293 +9%
CAG
191
Csenge Advisory Group
Florida
$312K +$40.8K +460 +15%
BFG
192
Buttonwood Financial Group
Missouri
$312K -$10.4K -117 -3%
SAM
193
Strategy Asset Managers
California
$310K +$105K +1,190 +52%
SWP
194
ShoreHaven Wealth Partners
New Jersey
$308K +$22.9K +258 +8%
ACA
195
Affinity Capital Advisors
California
$305K +$306K +3,448 New
TPWA
196
Twin Peaks Wealth Advisors
California
$303K +$66K +744 +28%
PWM
197
Parkway Wealth Management
Texas
$300K +$14.5K +163 +5%
FWM
198
FLP Wealth Management
Arkansas
$299K +$48K +542 +19%
CCFM
199
Clear Creek Financial Management
Washington
$291K +$8.78K +99 +3%
FHC
200
First Heartland Consultants
Missouri
$289K +$10.9K +123 +4%