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iShares Core 1-5 Year USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
1
United Capital Financial Advisors
Texas
$6.96M +$4.18M +83,228 +151%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.94M +$4.15M +82,722 +150%
NIC
3
Northwest Investment Counselors
Oregon
$3.27M +$274K +5,460 +9%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$3.06M +$550K +10,950 +22%
Bank of America
5
Bank of America
North Carolina
$1.38M +$370K +7,380 +37%
PFM
6
Phillips Financial Management
Indiana
$1.36M +$257K +5,118 +23%
Morgan Stanley
7
Morgan Stanley
New York
$1.35M +$476K +9,482 +55%
Jane Street
8
Jane Street
New York
$1.04M -$2.97M -59,072 -74%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$947K +$945K +18,832 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$894K -$409K -8,140 -31%
BFA
11
Beaumont Financial Advisors
Massachusetts
$812K -$297K -5,924 -27%
CW
12
Cobiz Wealth
Colorado
$721K +$110K +2,184 +18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$653K +$383K +7,622 +142%
LPL Financial
14
LPL Financial
California
$463K -$25.5K -508 -5%
VIA
15
Vantage Investment Advisors
Pennsylvania
$292K
VC
16
Vicus Capital
Pennsylvania
$280K +$9.04K +180 +3%
SC
17
Scotia Capital
Ontario, Canada
$251K
AIG
18
American International Group
New York
$151K +$201 +4 +0.1%
BIM
19
BlackRock Investment Management
Delaware
$135K
DADC
20
D.A. Davidson & Co
Montana
$60K
U
21
UBS
Switzerland
$57K +$7.53K +150 +15%
BCI
22
Brinker Capital Investments
Pennsylvania
$42K +$41.9K +834 New
Ameriprise
23
Ameriprise
Minnesota
$24K +$18.8K +374 +367%
RIA
24
Regal Investment Advisors
Michigan
$14K +$14.5K +288 New
MFS
25
MSI Financial Services
Massachusetts
$10K