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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.5B +$19.6M +158,345 +1%
Creative Planning
2
Creative Planning
Kansas
$362M +$260M +2,104,651 +272%
PCA
3
Personal Capital Advisors
California
$306M +$30.9M +250,235 +11%
Financial Engines Advisors
4
Financial Engines Advisors
California
$252M +$177K +1,432 +0.1%
Morgan Stanley
5
Morgan Stanley
New York
$174M +$5.21M +42,096 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$156M +$112K +907 +0.1%
KP
7
Keel Point
Alabama
$140M +$2.07M +16,743 +2%
UBS Group
8
UBS Group
Switzerland
$139M +$10.7M +86,513 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$121M +$17.7M +142,987 +17%
Stifel Financial
10
Stifel Financial
Missouri
$120M +$26.5M +214,428 +29%
FIM
11
Freedom Investment Management
Connecticut
$117M +$102M +822,080 +755%
Wells Fargo
12
Wells Fargo
California
$91.7M -$5.91M -47,755 -6%
MG
13
Mather Group
Illinois
$75.1M +$4.21M +34,055 +6%
CPO
14
Cerity Partners OCIO
New York
$74.5M -$17.9M -144,750 -20%
TWM
15
Tanglewood Wealth Management
Texas
$72.1M +$56.1M +453,712 +379%
Ameriprise
16
Ameriprise
Minnesota
$70.5M +$1.83M +14,835 +3%
BlackRock
17
BlackRock
New York
$69.9M +$30.9M +249,513 +81%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$69.7M -$7.97M -64,462 -10%
CSIA
19
Charles Schwab Investment Advisory
California
$68.7M -$2.29M -18,530 -3%
EB
20
Eastern Bank
Massachusetts
$58.8M +$41.4M +335,040 +253%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$54.7M -$12.6M -102,021 -19%
KeyBank National Association
22
KeyBank National Association
Ohio
$54.3M -$13.1M -105,793 -20%
AA
23
Ancora Advisors
Ohio
$52.8M -$2.97M -24,040 -5%
LPL Financial
24
LPL Financial
California
$51.6M -$1.65M -13,358 -3%
MLM
25
Mount Lucas Management
Pennsylvania
$45.4M -$9.28M -75,072 -17%
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