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SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.4M -$2.9M -35,001 -15%
Ameriprise
2
Ameriprise
Minnesota
$4.32M +$312K +3,755 +8%
Jane Street
3
Jane Street
New York
$3.54M +$177K +2,131 +5%
TLFA
4
True Link Financial Advisors
California
$1.82M
SPIA
5
Steward Partners Investment Advisory
New York
$1.54M -$237K -2,850 -13%
IAG
6
Investment Advisory Group
Massachusetts
$823K -$167K -2,009 -17%
APP
7
Avantax Planning Partners
Iowa
$785K +$9.46K +114 +1%
LPL Financial
8
LPL Financial
California
$748K -$6.64K -80 -0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$568K -$80.8K -973 -13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$469K +$13.5K +163 +3%
SI
11
Stephens Inc
Arkansas
$417K
PIMG
12
Patriot Investment Management Group
Tennessee
$411K -$291K -3,512 -42%
SCM
13
Sterneck Capital Management
Missouri
$398K -$70K -844 -15%
CA
14
Cetera Advisors
Colorado
$366K -$8.55K -103 -2%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$345K -$99.3K -1,196 -22%
Bank of America
16
Bank of America
North Carolina
$301K -$18.3K -221 -6%
OIA
17
Optimum Investment Advisors
Illinois
$250K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$184K
WCG
19
Wall Capital Group
Arizona
$78.4K +$76.3K +919 New
UBS Group
20
UBS Group
Switzerland
$43.3K -$168K -2,029 -80%
VNA
21
Valley National Advisers
Pennsylvania
$15K -$830 -10 -5%
SWM
22
Spire Wealth Management
Virginia
$15K +$166 +2 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K
BAM
24
Belpointe Asset Management
Nevada
$8.35K +$8.3K +100 New
Morgan Stanley
25
Morgan Stanley
New York
$7.84K