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SYSB

iShares Systematic Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$230M +$27.2M +302,861 +13%
LPL Financial
2
LPL Financial
California
$92.1M +$13.2M +146,792 +17%
ABWM
3
Alpine Bank Wealth Management
Colorado
$86.7M +$87.6M +974,400 New
JP Morgan Chase
4
JP Morgan Chase
New York
$55.8M +$19.9M +221,184 +54%
BlackRock
5
BlackRock
New York
$49.3M +$38.6M +429,900 +348%
Bank of America
6
Bank of America
North Carolina
$41.1M +$19.1M +212,285 +85%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$26.4M +$3.51M +39,054 +15%
Morgan Stanley
8
Morgan Stanley
New York
$26.1M +$4.46M +49,647 +20%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$24.6M +$15.7M +174,717 +172%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$21.2M -$687K -7,651 -3%
Ameriprise
11
Ameriprise
Minnesota
$20.6M +$18.8M +209,502 +959%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$18.4M +$3.23M +35,900 +21%
Raymond James Financial
13
Raymond James Financial
Florida
$17.4M +$12.3M +137,131 +235%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16M +$3.14M +34,995 +24%
OIA
15
OneDigital Investment Advisors
Kansas
$14.5M +$1.34M +14,944 +10%
MML Investors Services
16
MML Investors Services
Massachusetts
$13.2M +$890K +9,910 +7%
MC
17
McMorgan & Co
California
$12.8M +$13M +144,296 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12.5M +$12M +133,398 +1,762%
PAS
19
Park Avenue Securities
New York
$11.8M +$166K +1,851 +1%
NA
20
NewEdge Advisors
Louisiana
$10.1M +$1.05M +11,686 +11%
UCFA
21
United Capital Financial Advisors
Texas
$9.93M +$154K +1,718 +2%
FIA
22
Foundations Investment Advisors
Arizona
$7.55M +$1.5M +16,715 +25%
GWM
23
Geneos Wealth Management
Colorado
$7.53M +$7.6M +84,595 New
MFG
24
Merit Financial Group
Georgia
$7.09M +$1.09M +12,181 +18%
AG
25
Ascent Group
Virginia
$6.48M +$1.68M +18,659 +34%