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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
$51.1M +$1.24M +29,054 +3%
OWA
2
Octavia Wealth Advisors
Ohio
$21M +$11.5M +268,451 +124%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$20.5M -$1.04M -24,375 -5%
DWM
4
Destination Wealth Management
California
$19.6M +$724K +16,904 +4%
Bank of America
5
Bank of America
North Carolina
$11.8M +$2.79M +65,122 +31%
PA
6
PFG Advisors
Arizona
$6.71M +$56.1K +1,310 +0.9%
Morgan Stanley
7
Morgan Stanley
New York
$5.45M +$1.21M +28,290 +29%
LPL Financial
8
LPL Financial
California
$3.04M -$499K -11,650 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.89M +$256K +5,980 +10%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.56M +$2.52M +58,949 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.18M +$1.17M +27,330 +120%
UBS Group
12
UBS Group
Switzerland
$2.14M +$87.1K +2,034 +4%
PFM
13
Phillips Financial Management
Indiana
$1.78M -$118K -2,748 -6%
Jane Street
14
Jane Street
New York
$1.37M +$504K +11,774 +59%
CFS
15
Cannon Financial Strategists
Georgia
$1.24M -$115K -2,680 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.03M +$289K +6,745 +40%
Raymond James Financial
17
Raymond James Financial
Florida
$967K +$372K +8,697 +64%
CIA
18
Concurrent Investment Advisors
Florida
$660K -$5.09K -119 -0.8%
SPIA
19
Steward Partners Investment Advisory
New York
$658K +$649K +15,150 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$602K +$12.8K +298 +2%
SWC
21
Spectrum Wealth Counsel
Indiana
$487K – – –
MML Investors Services
22
MML Investors Services
Massachusetts
$449K -$21.3K -497 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$399K +$5.18K +121 +1%
RIP
24
Reliant Investment Partners
North Carolina
$390K -$15.7K -366 -4%
RP
25
Rice Partnership
Hawaii
$374K +$9.33K +218 +3%
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