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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$54.9M +$2.83M +25,646 +5%
Stifel Financial
2
Stifel Financial
Missouri
$49M +$2.19M +19,866 +5%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$34.3M +$6.81M +61,831 +25%
Raymond James Financial
4
Raymond James Financial
Florida
$32.5M +$482K +4,373 +2%
TWM
5
TRB Wealth Management
Texas
$14.7M +$14.7M +133,722 New
MCCA
6
Mill Creek Capital Advisors
Pennsylvania
$13.9M +$395K +3,587 +3%
Asset Management One
7
Asset Management One
Japan
$13.1M +$1.79M +16,232 +16%
B
8
Bailard
California
$12.4M +$30.3K +275 +0.2%
UBS Group
9
UBS Group
Switzerland
$10.7M +$1.07M +9,669 +11%
KeyBank National Association
10
KeyBank National Association
Ohio
$10.4M +$78.1K +709 +0.8%
AI
11
Arvest Investments
Arkansas
$8.61M -$1.19M -10,823 -12%
RWM
12
RKL Wealth Management
Pennsylvania
$8.36M -$487K -4,424 -5%
GDP
13
Great Diamond Partners
Maine
$7.84M +$775K +7,031 +11%
Morgan Stanley
14
Morgan Stanley
New York
$7.5M -$730K -6,631 -9%
Bank of America
15
Bank of America
North Carolina
$7.21M +$509K +4,622 +8%
Ameriprise
16
Ameriprise
Minnesota
$7.09M -$219K -1,991 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$6.79M +$2.76M +25,042 +68%
Wells Fargo
18
Wells Fargo
California
$6.01M +$738K +6,704 +14%
SFM
19
Signet Financial Management
New Jersey
$5.78M -$129K -1,170 -2%
SF
20
Summit Financial
New Jersey
$5.73M +$5.75M +52,232 New
LPL Financial
21
LPL Financial
California
$5.44M +$714K +6,482 +15%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$4.24M +$1.26M +11,429 +42%
US Bancorp
23
US Bancorp
Minnesota
$4.18M -$63.8K -579 -1%
FF
24
Fluent Financial
Texas
$3.99M -$229K -2,076 -5%
JIP
25
Jaffetilchin Investment Partners
Florida
$3.92M +$351K +3,185 +10%