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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
$1.49B +$76.2M +664,769 +5%
Bank of America
2
Bank of America
North Carolina
$634M +$28.9M +251,688 +5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$425M -$11.9M -103,915 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$404M +$403M +3,513,654 +1,129,792%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$372M +$18.7M +163,255 +5%
CSIA
6
Charles Schwab Investment Advisory
California
$328M +$139M +1,211,356 +74%
Charles Schwab
7
Charles Schwab
California
$292M -$57.8M -503,803 -17%
Morgan Stanley
8
Morgan Stanley
New York
$281M -$18.5M -161,072 -6%
Ameriprise
9
Ameriprise
Minnesota
$266M +$35.5M +309,192 +15%
Creative Planning
10
Creative Planning
Kansas
$263M -$20.7M -180,157 -7%
AWA
11
Arete Wealth Advisors
Illinois
$234M +$5.96K +52 +3%
Truist Financial
12
Truist Financial
North Carolina
$230M +$18.4M +160,110 +9%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$226M -$26.4M -230,591 -10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$224M -$10.3M -89,620 -4%
AssetMark Inc
15
AssetMark Inc
California
$220M -$2.97M -25,897 -1%
Wells Fargo
16
Wells Fargo
California
$184M -$4.8M -41,900 -3%
M&T Bank
17
M&T Bank
New York
$175M -$3.61M -31,467 -2%
LPL Financial
18
LPL Financial
California
$171M +$16.2M +141,407 +11%
Stifel Financial
19
Stifel Financial
Missouri
$164M -$4.84M -42,233 -3%
MMI
20
Matson Money Inc
Ohio
$161M +$19.6K +171 +0%
TWM
21
Tanglewood Wealth Management
Texas
$161M +$60.9M +531,321 +61%
Mariner
22
Mariner
Kansas
$142M +$117M +1,022,527 +477%
RJA
23
Raymond James & Associates
Florida
$141M +$8.71M +75,962 +7%
CPO
24
Cerity Partners OCIO
New York
$139M -$10.5M -91,962 -7%
WA
25
WestEnd Advisors
North Carolina
$129M -$6.75M -58,866 -5%
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