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iShares Core 5-10 Year USD Bond ETF
IMTB

Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
1
Mariner
Kansas
$48.8M +$1.52M +35,223 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$21.1M +$20.9M +485,203 +4,056%
DWM
3
Destination Wealth Management
California
$18.5M +$285K +6,605 +2%
OWA
4
Octavia Wealth Advisors
Ohio
$9.18M +$9.34M +216,250 New
Bank of America
5
Bank of America
North Carolina
$8.8M +$1.71M +39,597 +24%
GRP
6
Global Retirement Partners
California
$6.9M +$7.02M +162,571 New
PA
7
PFG Advisors
Arizona
$6.51M +$358K +8,303 +6%
TC
8
TAP Consulting
Missouri
$5.26M +$96.9K +2,245 +2%
Morgan Stanley
9
Morgan Stanley
New York
$4.13M -$33.6K -778 -0.8%
LPL Financial
10
LPL Financial
California
$3.47M -$1.15M -26,545 -25%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.58M +$1.68M +38,954 +179%
UBS Group
12
UBS Group
Switzerland
$2M -$13.3K -309 -0.7%
PFM
13
Phillips Financial Management
Indiana
$1.86M -$87.7K -2,032 -4%
Financial Engines Advisors
14
Financial Engines Advisors
California
$1.54M +$1.57M +36,393 New
CFS
15
Cannon Financial Strategists
Georgia
$1.32M +$143K +3,305 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$968K -$25M -578,527 -96%
Jane Street
17
Jane Street
New York
$842K -$1.07M -24,716 -55%
Osaic Holdings
18
Osaic Holdings
Arizona
$718K +$138K +3,188 +23%
CIA
19
Concurrent Investment Advisors
Florida
$650K +$150K +3,475 +29%
Raymond James Financial
20
Raymond James Financial
Florida
$577K +$587K +13,594 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$577K -$84.5K -1,957 -13%
SWC
22
Spectrum Wealth Counsel
Indiana
$477K +$46.8K +1,085 +11%
MML Investors Services
23
MML Investors Services
Massachusetts
$461K -$86.2K -1,997 -16%
RIP
24
Reliant Investment Partners
North Carolina
$397K +$404K +9,360 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$385K -$151K -3,509 -28%
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