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iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Centurion Wealth Management
Virginia
$300K +$82.9K +923 +38%
HI
177
Harbour Investments
Wisconsin
$299K +$72.4K +806 +32%
SPAS
178
Spectrum Planning & Advisory Services
California
$295K +$57K +634 +24%
KW
179
KWB Wealth
California
$290K -$18.7K -208 -6%
WPW
180
Watershed Private Wealth
Illinois
$289K +$292K +3,246 New
PWM
181
Parkway Wealth Management
Texas
$287K +$52.3K +582 +22%
SWP
182
ShoreHaven Wealth Partners
New Jersey
$286K +$1.8K +20 +0.6%
CCFM
183
Clear Creek Financial Management
Washington
$283K +$285K +3,176 New
FHC
184
First Heartland Consultants
Missouri
$279K +$282K +3,135 New
BWMG
185
Barnes Wealth Management Group
California
$274K +$6.47K +72 +2%
CAG
186
Csenge Advisory Group
Florida
$272K -$35.4K -394 -11%
QWM
187
Quadcap Wealth Management
Texas
$267K -$180 -2 -0.1%
AWP
188
Avid Wealth Partners
Texas
$259K – – –
SAW
189
Signal Advisors Wealth
Michigan
$259K +$261K +2,910 New
BFG
190
Beto Financial Group
Idaho
$255K +$258K +2,876 New
FWM
191
FLP Wealth Management
Arkansas
$251K +$254K +2,825 New
MWM
192
Maripau Wealth Management
Indiana
$244K +$246K +2,740 New
EWA
193
EP Wealth Advisors
California
$238K -$1.08K -12 -0.4%
TPWA
194
Twin Peaks Wealth Advisors
California
$238K +$10.1K +112 +4%
OWCM
195
One Wealth Capital Management
Arizona
$238K +$24.4K +271 +11%
AWA
196
Arkadios Wealth Advisors
Georgia
$237K +$240K +2,666 New
CWM
197
Contango Wealth Management
California
$228K +$231K +2,566 New
ASN
198
Advisory Services Network
Georgia
$224K +$2.61K +29 +1%
CFD
199
Creative Financial Designs
Indiana
$218K +$142K +1,577 +180%
NG
200
Novem Group
New York
$209K +$211K +2,346 New