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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
$1.63B -$499M -3,742,314 -24%
Financial Engines Advisors
2
Financial Engines Advisors
California
$674M +$114M +856,184 +20%
Creative Planning
3
Creative Planning
Kansas
$568M +$43.2M +323,952 +8%
SCM
4
SCS Capital Management
Massachusetts
$529M +$285M +2,138,041 +117%
Bank of America
5
Bank of America
North Carolina
$452M +$9.99M +74,917 +2%
PCA
6
Personal Capital Advisors
California
$432M +$18.5M +138,830 +4%
Ameriprise
7
Ameriprise
Minnesota
$248M +$107M +802,827 +76%
Morgan Stanley
8
Morgan Stanley
New York
$218M -$49.5M -371,315 -19%
UBS Group
9
UBS Group
Switzerland
$192M +$15.4M +115,841 +9%
Wells Fargo
10
Wells Fargo
California
$188M +$53.3M +399,603 +40%
MMI
11
Matson Money Inc
Ohio
$140M -$17.5M -131,537 -11%
LPL Financial
12
LPL Financial
California
$134M +$53.2M +398,908 +66%
Truist Financial
13
Truist Financial
North Carolina
$118M -$66.8M -501,531 -36%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$117M +$27.3M +204,534 +30%
Stifel Financial
15
Stifel Financial
Missouri
$114M +$7.95M +59,609 +8%
JHCM
16
Juniper Hill Capital Management
California
$114M +$8M +60,000 +8%
FIM
17
Freedom Investment Management
Connecticut
$101M +$88.2M +661,951 +696%
CPO
18
Cerity Partners OCIO
New York
$101M +$12M +89,726 +14%
MG
19
Mather Group
Illinois
$86.8M +$4.48M +33,630 +5%
AssetMark Inc
20
AssetMark Inc
California
$80.2M +$71.8M +538,656 +824%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$71.3M +$17.4M +130,854 +33%
Bank Julius Baer & Co
22
Bank Julius Baer & Co
Switzerland
$64.2M +$4.48M +33,586 +8%
PAG
23
Pinnacle Advisory Group
Maryland
$63.5M +$27.2M +203,785 +75%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$62.4M +$18.4M +137,765 +42%
SWA
25
SFMG Wealth Advisors
Texas
$61.5M +$61.1M +458,291 +29,116%
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