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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
$1.51B -$3.77M -29,839 -0.3%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.4B +$1.27B +10,089,124 +1,049%
Financial Engines Advisors
3
Financial Engines Advisors
California
$593M +$338M +2,674,753 +134%
Creative Planning
4
Creative Planning
Kansas
$419M +$54.1M +427,789 +15%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$397M +$325M +2,573,386 +464%
PCA
6
Personal Capital Advisors
California
$333M +$24.8M +196,046 +8%
Morgan Stanley
7
Morgan Stanley
New York
$205M +$29.8M +235,853 +17%
UBS Group
8
UBS Group
Switzerland
$174M +$33.2M +262,819 +24%
Stifel Financial
9
Stifel Financial
Missouri
$124M +$2.39M +18,891 +2%
FIM
10
Freedom Investment Management
Connecticut
$112M -$5.81M -45,944 -5%
TWM
11
Tanglewood Wealth Management
Texas
$110M +$37.2M +294,701 +51%
Wells Fargo
12
Wells Fargo
California
$96.7M +$4.28M +33,850 +5%
Ameriprise
13
Ameriprise
Minnesota
$78.3M +$7.11M +56,240 +10%
CPO
14
Cerity Partners OCIO
New York
$77.7M +$2.5M +19,746 +3%
MG
15
Mather Group
Illinois
$76.3M +$613K +4,853 +0.8%
BlackRock
16
BlackRock
New York
$67.2M -$3.31M -26,202 -5%
CSIA
17
Charles Schwab Investment Advisory
California
$66.6M -$2.67M -21,168 -4%
EB
18
Eastern Bank
Massachusetts
$66.1M +$6.85M +54,195 +12%
LPL Financial
19
LPL Financial
California
$59M +$6.99M +55,319 +13%
KP
20
Keel Point
Alabama
$58.4M -$82.3M -651,571 -59%
KeyBank National Association
21
KeyBank National Association
Ohio
$55.1M +$310K +2,457 +0.6%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.1M +$52M +411,351 +2,633%
AA
23
Ancora Advisors
Ohio
$53.2M – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$48.3M +$2.78M +21,969 +6%
JIR
25
James Investment Research
Ohio
$45.6M +$18.2M +144,354 +67%
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