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iShares Core 10+ Year USD Bond ETF
ILTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$89.4M +$980K +18,467 +1%
AWM
2
AE Wealth Management
Kansas
$29.4M +$5.46M +102,888 +23%
Wells Fargo
3
Wells Fargo
California
$9.47M -$1.05M -19,768 -10%
PFM
4
Peak Financial Management
Massachusetts
$8.77M +$333K +6,267 +4%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$6.56M -$446K -8,404 -6%
VCM
6
Verde Capital Management
Michigan
$5.78M +$432K +8,147 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.67M +$4.36M +82,185 +352%
AWS
8
Atria Wealth Solutions
New York
$5.61M +$1.06M +19,950 +24%
SIAG
9
Safeguard Investment Advisory Group
California
$4.96M -$128K -2,416 -3%
Morgan Stanley
10
Morgan Stanley
New York
$4.93M +$572K +10,785 +13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.13M -$1.47M -27,630 -26%
IWN
12
Independent Wealth Network
Iowa
$3.39M +$152K +2,861 +5%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.99M +$97.6K +1,840 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.82M +$55.5K +1,046 +2%
CWA
15
Centennial Wealth Advisory
Michigan
$2.38M +$367K +6,912 +18%
CM
16
Columbus Macro
Pennsylvania
$2.22M +$1.02M +19,178 +86%
EIA
17
Eldridge Investment Advisors
New Hampshire
$1.71M +$1.68M +31,750 New
CW
18
CreativeOne Wealth
Kansas
$1.63M +$369K +6,950 +30%
LPL Financial
19
LPL Financial
California
$1.58M +$557K +10,492 +55%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.31M +$653K +12,299 +102%
Betterment LLC
21
Betterment LLC
New York
$1.25M +$139K +2,624 +13%
CAN
22
Cetera Advisor Networks
California
$1.17M -$153K -2,878 -12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.1M -$101K -1,897 -8%
SWP
24
Summit Wealth Partners
Florida
$1.03M +$2.44K +46 +0.2%
CA
25
Cresta Advisors
Texas
$890K +$879K +16,570 New
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