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iShares Core 10+ Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.1M +$519K +10,194 +0.5%
Bank of America
2
Bank of America
North Carolina
$60M +$58.8M +1,154,779 +5,756%
JP Morgan Chase
3
JP Morgan Chase
New York
$49.2M +$47.1M +924,220 +2,370%
AWM
4
AE Wealth Management
Kansas
$40.9M +$4.3M +84,537 +12%
Ameriprise
5
Ameriprise
Minnesota
$28.9M -$40.2M -790,368 -58%
New York State Common Retirement Fund
6
New York State Common Retirement Fund
New York
$25.5M +$25.4M +498,691 New
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$25.5M +$25.4M +498,691 New
Wells Fargo
8
Wells Fargo
California
$17.2M +$724K +14,221 +4%
Jane Street
9
Jane Street
New York
$13.9M +$13.8M +271,162 New
FFN
10
Focus Financial Network
Minnesota
$11.2M +$6.33M +124,354 +117%
SCI
11
Stableford Capital II
Arizona
$8.57M +$5.67M +111,285 +197%
PFM
12
Peak Financial Management
Massachusetts
$8.31M +$205K +4,017 +3%
CW
13
Connectus Wealth
Ohio
$7.51M +$336K +6,595 +5%
VCM
14
Verde Capital Management
Michigan
$7.12M +$943K +18,528 +15%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.84M +$424K +8,321 +7%
Morgan Stanley
16
Morgan Stanley
New York
$6.49M -$1.28M -25,066 -16%
LPL Financial
17
LPL Financial
California
$4.94M +$2.39M +46,932 +95%
Charles Schwab
18
Charles Schwab
California
$4.85M -$311K -6,107 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.77M -$1.59M -31,299 -25%
AWS
20
Atria Wealth Solutions
New York
$4.48M -$9.11K -179 -0.2%
OMC
21
Old Mission Capital
Illinois
$3.66M +$3.65M +71,592 New
IWN
22
Independent Wealth Network
Iowa
$3.35M +$67.5K +1,326 +2%
RWA
23
Rooted Wealth Advisors
Illinois
$2.96M +$92.4K +1,815 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.94M +$2.53M +49,737 +632%
CW
25
CreativeOne Wealth
Kansas
$2.79M +$101K +1,974 +4%