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iShares 3-7 Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.45B +$242M +1,846,658 +20%
Financial Engines Advisors
2
Financial Engines Advisors
California
$637M +$4.02M +30,636 +0.6%
PCA
3
Personal Capital Advisors
California
$636M +$45.1M +344,231 +8%
SCM
4
SCS Capital Management
Massachusetts
$539M +$42K +320 +0%
Creative Planning
5
Creative Planning
Kansas
$460M -$22M -167,411 -5%
Bank of America
6
Bank of America
North Carolina
$388M -$3.64M -27,776 -0.9%
AssetMark Inc
7
AssetMark Inc
California
$351M +$15.8M +120,714 +5%
Morgan Stanley
8
Morgan Stanley
New York
$238M +$10.3M +78,343 +4%
LPL Financial
9
LPL Financial
California
$212M +$27.3M +207,961 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$198M +$11.9M +90,527 +6%
Ameriprise
11
Ameriprise
Minnesota
$186M -$14.5M -110,843 -7%
MMI
12
Matson Money Inc
Ohio
$170M +$6.19M +47,189 +4%
Wells Fargo
13
Wells Fargo
California
$169M -$10.2M -78,083 -6%
CPO
14
Cerity Partners OCIO
New York
$152M +$10M +76,324 +7%
UBS Group
15
UBS Group
Switzerland
$138M -$10M -76,559 -7%
Stifel Financial
16
Stifel Financial
Missouri
$137M +$2.7M +20,596 +2%
Truist Financial
17
Truist Financial
North Carolina
$109M +$2.68M +20,416 +3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$102M +$4.94M +37,656 +5%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$97.7M +$14M +107,077 +17%
BSB
20
Bangor Savings Bank
Maine
$84.3M +$14.4M +110,045 +20%
SFG
21
SNS Financial Group
Minnesota
$77M +$6.27M +47,848 +9%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.3M +$3.29M +25,117 +5%
MG
23
Mather Group
Illinois
$74.2M -$46.9M -357,633 -39%
BlackRock
24
BlackRock
New York
$65.9M -$67.4M -514,105 -50%
MAM
25
Madison Asset Management
Wisconsin
$63.8M +$29.8M +227,588 +87%