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iShares Core 10+ Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$55.5M +$15.4M +258,330 +37%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55M +$16.2M +272,383 +41%
PFM
3
Peak Financial Management
Massachusetts
$8.48M +$8.66M +145,158 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.7M +$2.75M +46,173 New
LPL Financial
5
LPL Financial
California
$2M +$673K +11,282 +50%
Jane Street
6
Jane Street
New York
$1.8M +$1.84M +30,852 New
VKH
7
Virtu KCG Holdings
New York
$1.61M -$2.66M -44,532 -62%
Wells Fargo
8
Wells Fargo
California
$1.56M -$154K -2,590 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.55M +$321K +5,377 +26%
CCP
10
Cardan Capital Partners
Colorado
$1.34M +$1.36M +22,885 New
Bank of America
11
Bank of America
North Carolina
$1.31M +$507K +8,501 +61%
JP Morgan Chase
12
JP Morgan Chase
New York
$548K -$33.5K -561 -6%
Ameriprise
13
Ameriprise
Minnesota
$493K +$503K +8,438 New
Morgan Stanley
14
Morgan Stanley
New York
$413K -$2.84M -47,641 -87%
UBS Group
15
UBS Group
Switzerland
$319K +$131K +2,199 +67%
CCG
16
Cypress Capital Group
Florida
$293K -$41.7K -700 -12%
SPC
17
Sigma Planning Corp
Michigan
$227K +$31.7K +531 +16%
GWM
18
Gupta Wealth Management
California
$131K
ASN
19
Advisory Services Network
Georgia
$98K +$12.2K +205 +14%
MFS
20
MSI Financial Services
Massachusetts
$83K -$24.2K -405 -22%
MA
21
MUFG Americas
New York
$20K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$13K -$6.26K -105 -32%
WA
23
WFG Advisors
Texas
$13K +$2.27K +38 +21%
Citigroup
24
Citigroup
New York
$12K +$11.9K +200 New
BlackRock
25
BlackRock
New York
$7K +$6.74K +113 New