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iShares Core 10+ Year USD Bond ETF
ILTB

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$68.5M +$10M +202,248 +17%
AWM
2
AE Wealth Management
Kansas
$46.4M +$6.64M +134,066 +17%
Ameriprise
3
Ameriprise
Minnesota
$39.1M +$10.7M +215,312 +38%
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$28.2M +$3.41M +68,789 +14%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$28.2M +$3.41M +68,789 +14%
Wells Fargo
6
Wells Fargo
California
$16.4M -$268K -5,416 -2%
FFN
7
Focus Financial Network
Minnesota
$12M +$180K +3,625 +2%
PFM
8
Peak Financial Management
Massachusetts
$8.12M +$42.6K +860 +0.5%
EPP
9
ETF Portfolio Partners
Kansas
$7.55M +$7.53M +151,837 New
VCM
10
Verde Capital Management
Michigan
$7.4M +$472K +9,517 +7%
Morgan Stanley
11
Morgan Stanley
New York
$6.47M +$157K +3,169 +2%
BlackRock
12
BlackRock
New York
$6.29M -$87.9M -1,773,595 -93%
LPL Financial
13
LPL Financial
California
$5.69M +$890K +17,963 +19%
JP Morgan Chase
14
JP Morgan Chase
New York
$4.9M -$42.9M -864,744 -90%
AWS
15
Atria Wealth Solutions
New York
$4.58M +$225K +4,541 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$4.46M -$180K -3,632 -4%
IWN
17
Independent Wealth Network
Iowa
$3.32M +$60.8K +1,226 +2%
RWA
18
Rooted Wealth Advisors
Illinois
$3.25M +$243K +4,895 +8%
KeyBank National Association
19
KeyBank National Association
Ohio
$3.04M +$3.03M +61,085 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3M +$139K +2,810 +5%
CFD
21
Creative Financial Designs
Indiana
$2.96M +$500K +10,088 +20%
CW
22
CreativeOne Wealth
Kansas
$2.83M +$115K +2,328 +4%
Charles Schwab
23
Charles Schwab
California
$2.73M -$1.98M -39,948 -42%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.68M +$42.6K +860 +2%
SWP
25
Summit Wealth Partners
Florida
$2.66M +$1.05M +21,248 +66%
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