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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
$99.4M +$8.3M +171,988 +10%
Ameriprise
2
Ameriprise
Minnesota
$71.3M -$10.4M -216,024 -14%
AWM
3
AE Wealth Management
Kansas
$36.4M +$3.48M +72,096 +11%
Wells Fargo
4
Wells Fargo
California
$16.9M +$2.87M +59,377 +23%
HP
5
Hilltop Partners
Indiana
$14.7M +$2.4M +49,689 +22%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$11.5M -$1.79M -37,052 -14%
PFM
7
Peak Financial Management
Massachusetts
$8.33M -$745K -15,422 -9%
Morgan Stanley
8
Morgan Stanley
New York
$7.99M -$544K -11,265 -7%
CW
9
Connectus Wealth
Ohio
$7.38M +$6.77M +140,265 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.6M +$252K +5,222 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.55M -$547K -11,338 -8%
VCM
12
Verde Capital Management
Michigan
$6.35M -$557K -11,528 -9%
FFN
13
Focus Financial Network
Minnesota
$5.6M +$198K +4,109 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.37M -$1.63M -33,763 -25%
Charles Schwab
15
Charles Schwab
California
$5.31M -$611K -12,649 -11%
AWS
16
Atria Wealth Solutions
New York
$4.62M +$379K +7,845 +10%
SIAG
17
Safeguard Investment Advisory Group
California
$4.61M -$52.8K -1,094 -1%
IWN
18
Independent Wealth Network
Iowa
$3.38M -$140K -2,907 -4%
RWA
19
Rooted Wealth Advisors
Illinois
$2.94M +$182K +3,778 +7%
SCI
20
Stableford Capital II
Arizona
$2.92M +$2.72M +56,353 New
MA
21
Mutual Advisors
Nebraska
$2.85M -$127K -2,633 -5%
CW
22
CreativeOne Wealth
Kansas
$2.77M +$1.94M +40,213 +322%
LPL Financial
23
LPL Financial
California
$2.61M +$627K +12,984 +35%
UBS Group
24
UBS Group
Switzerland
$2.22M +$685K +14,194 +51%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.05M -$799K -16,545 -30%
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