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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$55M +$330K +3,015 +0.6%
Stifel Financial
2
Stifel Financial
Missouri
$52.3M +$3.48M +31,828 +7%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$37.6M +$3.47M +31,763 +10%
Raymond James Financial
4
Raymond James Financial
Florida
$35.9M +$3.59M +32,864 +11%
TWM
5
TRB Wealth Management
Texas
$15.1M +$527K +4,826 +4%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$14.5M +$14.5M +132,626 New
Asset Management One
7
Asset Management One
Japan
$14.1M +$996K +9,116 +8%
B
8
Bailard
California
$13.7M +$1.36M +12,482 +11%
UBS Group
9
UBS Group
Switzerland
$11.5M +$788K +7,207 +7%
KeyBank National Association
10
KeyBank National Association
Ohio
$10.9M +$496K +4,536 +5%
AI
11
Arvest Investments
Arkansas
$9.12M +$543K +4,972 +6%
GDP
12
Great Diamond Partners
Maine
$8.12M +$310K +2,838 +4%
RWM
13
RKL Wealth Management
Pennsylvania
$8.1M -$228K -2,089 -3%
Morgan Stanley
14
Morgan Stanley
New York
$7.61M +$140K +1,280 +2%
EWA
15
EP Wealth Advisors
California
$7.57M +$7.19M +65,809 +1,919%
Ameriprise
16
Ameriprise
Minnesota
$7.36M +$299K +2,734 +4%
Bank of America
17
Bank of America
North Carolina
$7.29M +$111K +1,020 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.9M +$133K +1,220 +2%
Wells Fargo
19
Wells Fargo
California
$5.82M -$168K -1,533 -3%
SF
20
Summit Financial
New Jersey
$5.65M -$60.4K -553 -1%
LPL Financial
21
LPL Financial
California
$5.55M +$132K +1,211 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$5.08M +$861K +7,878 +20%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.5M +$4.26M +38,933 +1,738%
FF
24
Fluent Financial
Texas
$4.21M +$244K +2,236 +6%
US Bancorp
25
US Bancorp
Minnesota
$4.04M -$123K -1,124 -3%