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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
$104M +$17.5M +353,792 +21%
AWM
2
AE Wealth Management
Kansas
$46.6M +$2.29M +46,500 +5%
Ameriprise
3
Ameriprise
Minnesota
$36.3M +$14.2M +288,336 +70%
FFN
4
Focus Financial Network
Minnesota
$16.7M +$476K +9,656 +3%
Wells Fargo
5
Wells Fargo
California
$11.7M -$1.98M -40,073 -15%
CMA
6
Cedar Mountain Advisors
Oregon
$11.2M +$1.31M +26,542 +13%
PFM
7
Peak Financial Management
Massachusetts
$8.7M +$132K +2,685 +2%
VCM
8
Verde Capital Management
Michigan
$8.33M +$236K +4,792 +3%
BlackRock
9
BlackRock
New York
$8.26M +$508K +10,295 +7%
Morgan Stanley
10
Morgan Stanley
New York
$6.11M -$240K -4,874 -4%
LPL Financial
11
LPL Financial
California
$5.78M -$2.29M -46,370 -29%
IWN
12
Independent Wealth Network
Iowa
$5.16M +$403K +8,171 +9%
EPP
13
ETF Portfolio Partners
Kansas
$4.93M -$1.29M -26,218 -21%
Citadel Advisors
14
Citadel Advisors
Florida
$4.63M +$1.15M +23,406 +34%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.59M -$161K -3,256 -3%
AWS
16
Atria Wealth Solutions
New York
$4.23M -$307K -6,220 -7%
Raymond James Financial
17
Raymond James Financial
Florida
$3.93M -$2.2M -44,603 -36%
CFD
18
Creative Financial Designs
Indiana
$3.86M +$146K +2,963 +4%
UBS Group
19
UBS Group
Switzerland
$3.73M +$57.6K +1,168 +2%
PF
20
PlanWiser Financial
Colorado
$3.68M +$3.74M +75,820 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.66M -$1.1M -22,377 -23%
CW
22
CreativeOne Wealth
Kansas
$3.31M +$321K +6,509 +11%
SWP
23
Summit Wealth Partners
Florida
$3.21M -$355K -7,188 -10%
KeyBank National Association
24
KeyBank National Association
Ohio
$3.05M – – –
TAP
25
Tounjian Advisory Partners
Florida
$2.18M +$2.15M +43,604 New
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