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iShares Core 10+ Year USD Bond ETF
ILTB

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$121M +$14.6M +297,655 +14%
AWM
2
AE Wealth Management
Kansas
$71.1M +$6.87M +140,252 +11%
RF
3
RetireMitten Financial
Michigan
$13.8M +$1.33M +27,185 +11%
AWA
4
Arkadios Wealth Advisors
Georgia
$12.2M +$7.64M +155,942 +170%
CMA
5
Cedar Mountain Advisors
Oregon
$12.1M +$57.5K +1,173 +0.5%
Goldman Sachs
6
Goldman Sachs
New York
$12M +$11.9M +242,710 New
Ameriprise
7
Ameriprise
Minnesota
$11.3M -$15.2M -310,929 -57%
BlackRock
8
BlackRock
New York
$10.7M +$581K +11,862 +6%
UBS Group
9
UBS Group
Switzerland
$8.44M +$49.8K +1,016 +0.6%
VCM
10
Verde Capital Management
Michigan
$7.63M -$962K -19,627 -11%
Wells Fargo
11
Wells Fargo
California
$7.48M -$945K -19,287 -11%
HAG
12
HighPoint Advisor Group
Illinois
$7.37M +$7.33M +149,612 New
Morgan Stanley
13
Morgan Stanley
New York
$6.23M +$184K +3,752 +3%
LPL Financial
14
LPL Financial
California
$6.1M -$475K -9,703 -7%
EPP
15
ETF Portfolio Partners
Kansas
$5.44M +$268K +5,467 +5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.36M +$302K +6,155 +7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.21M +$438K +8,943 +12%
CFD
18
Creative Financial Designs
Indiana
$3.82M -$287K -5,851 -7%
CW
19
CreativeOne Wealth
Kansas
$3.7M +$154K +3,142 +4%
PJSIMP
20
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.39M +$149K +3,038 +5%
KeyBank National Association
21
KeyBank National Association
Ohio
$3.37M – – –
Jones Financial Companies
22
Jones Financial Companies
Missouri
$3.3M +$511K +10,423 +19%
Raymond James Financial
23
Raymond James Financial
Florida
$2.49M +$54.6K +1,114 +2%
IWN
24
Independent Wealth Network
Iowa
$2.32M +$16.1K +329 +0.7%
SIS
25
Sound Income Strategies
Florida
$2.3M +$374K +7,629 +20%
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