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iShares 3-7 Year Treasury Bond ETF
IEI

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.68B +$294M +2,326,595 +21%
Bank of America
2
Bank of America
North Carolina
$1.47B -$20.1M -159,461 -1%
Creative Planning
3
Creative Planning
Kansas
$474M +$58.1M +460,435 +14%
PCA
4
Personal Capital Advisors
California
$367M +$36.3M +287,598 +11%
Financial Engines Advisors
5
Financial Engines Advisors
California
$257M -$333M -2,633,399 -56%
Morgan Stanley
6
Morgan Stanley
New York
$188M -$15.8M -124,844 -8%
UBS Group
7
UBS Group
Switzerland
$164M -$8.64M -68,443 -5%
MMI
8
Matson Money Inc
Ohio
$162M +$163M +1,287,906 New
Stifel Financial
9
Stifel Financial
Missouri
$124M +$1.44M +11,364 +1%
TWM
10
Tanglewood Wealth Management
Texas
$104M -$5.62M -44,468 -5%
JHCM
11
Juniper Hill Capital Management
California
$99.4M +$99.8M +790,272 New
Wells Fargo
12
Wells Fargo
California
$91M -$4.94M -39,086 -5%
CPO
13
Cerity Partners OCIO
New York
$88.7M +$10.5M +83,515 +14%
Ameriprise
14
Ameriprise
Minnesota
$85M +$7.38M +58,413 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$77.2M -$317M -2,513,357 -80%
MG
16
Mather Group
Illinois
$75.5M -$132K -1,046 -0.2%
LPL Financial
17
LPL Financial
California
$74.4M +$15.9M +126,009 +27%
CSIA
18
Charles Schwab Investment Advisory
California
$66.2M +$196K +1,551 +0.3%
EB
19
Eastern Bank
Massachusetts
$65.9M +$333K +2,639 +0.5%
KeyBank National Association
20
KeyBank National Association
Ohio
$55.4M +$752K +5,956 +1%
KP
21
Keel Point
Alabama
$54M -$3.96M -31,324 -7%
BlackRock
22
BlackRock
New York
$52.9M -$13.8M -109,257 -21%
AA
23
Ancora Advisors
Ohio
$52.8M -$51.8K -410 -0.1%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.4M -$2.28M -18,035 -4%
SFG
25
SNS Financial Group
Minnesota
$44.8M +$3.41M +27,027 +8%
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