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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$51.9M +$46.8M +439,258 +859%
Stifel Financial
2
Stifel Financial
Missouri
$34.4M +$702K +6,595 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$28.5M +$369K +3,463 +1%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$19.4M +$1.54M +14,445 +9%
RJA
5
Raymond James & Associates
Florida
$15.9M -$20.5M -192,955 -56%
JIP
6
Jaffetilchin Investment Partners
Florida
$14.8M +$165K +1,547 +1%
Asset Management One
7
Asset Management One
Japan
$14.5M -$955K -8,967 -6%
Ameriprise
8
Ameriprise
Minnesota
$12.2M -$2.9M -27,261 -19%
KeyBank National Association
9
KeyBank National Association
Ohio
$11.5M -$219K -2,060 -2%
AAS
10
Avantax Advisory Services
Texas
$11.5M +$2.82M +26,475 +32%
Wells Fargo
11
Wells Fargo
California
$10.7M -$1.53M -14,399 -12%
RWM
12
RKL Wealth Management
Pennsylvania
$10.4M +$134K +1,261 +1%
Bank of America
13
Bank of America
North Carolina
$9.86M -$178K -1,676 -2%
BlackRock
14
BlackRock
New York
$9.45M +$1.76M +16,501 +23%
SFM
15
Signet Financial Management
New Jersey
$9.31M -$326K -3,060 -3%
PFO
16
Pathstone Family Office
New Jersey
$9.25M +$9.31M +87,450 New
Osaic Holdings
17
Osaic Holdings
Arizona
$8.62M +$7M +65,760 +418%
GDP
18
Great Diamond Partners
Maine
$7.99M +$30.8K +289 +0.4%
EWM
19
Executive Wealth Management
Michigan
$7.78M -$71.5K -672 -0.9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$7.7M +$2.62M +24,650 +51%
Morgan Stanley
21
Morgan Stanley
New York
$7.01M -$57.2K -537 -0.8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.95M -$1.13M -10,568 -16%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$5.83M -$925K -8,687 -14%
US Bancorp
24
US Bancorp
Minnesota
$5.54M -$397K -3,730 -7%
UBS Group
25
UBS Group
Switzerland
$5.08M -$179K -1,678 -3%