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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
$43.8M -$1.1M -17,739 -2%
Jane Street
2
Jane Street
New York
$42M +$41.8M +672,836 +9,866%
CCP
3
Cardan Capital Partners
Colorado
$7.45M +$623K +10,034 +9%
Wells Fargo
4
Wells Fargo
California
$4.72M +$166K +2,666 +4%
PFM
5
Peak Financial Management
Massachusetts
$3.99M -$5.39M -86,806 -57%
Morgan Stanley
6
Morgan Stanley
New York
$3.77M +$1.09M +17,621 +41%
TAIM
7
TD Ameritrade Investment Management
Nebraska
$3.21M +$3.09M +49,846 +2,464%
Ameriprise
8
Ameriprise
Minnesota
$2.8M +$624K +10,046 +29%
SPC
9
Sigma Planning Corp
Michigan
$2.11M +$1.09M +17,626 +107%
VF
10
Virtu Financial
New York
$2.05M +$1.75M +28,250 +578%
LNC
11
Lincoln National Corp
Pennsylvania
$1.93M -$1.69M -27,285 -47%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.81M +$1.82M +29,283 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.76M +$380K +6,119 +27%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.75M +$308K +4,961 +21%
Bank of America
15
Bank of America
North Carolina
$1.36M -$265K -4,276 -16%
SFS
16
Sowell Financial Services
Arkansas
$1.08M +$13K +209 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.05M -$43.9M -707,225 -98%
UBS Group
18
UBS Group
Switzerland
$980K -$623K -10,034 -39%
PWM
19
Paulson Wealth Management
Illinois
$877K +$127K +2,044 +17%
PAG
20
Private Advisor Group
New Jersey
$628K +$345K +5,561 +121%
WI
21
WrapManager Inc
California
$519K +$521K +8,395 New
LPL Financial
22
LPL Financial
California
$417K -$71.7K -1,155 -15%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$288K +$15.4K +248 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$259K +$50.2K +808 +24%
ASN
25
Advisory Services Network
Georgia
$236K +$15.2K +245 +7%