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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$645M +$84.7M +1,694,898 +15%
UCFA
2
United Capital Financial Advisors
Texas
$633M +$77.9M +1,558,282 +14%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$495M – – –
Wells Fargo
4
Wells Fargo
California
$153M -$29.9M -597,619 -16%
Morgan Stanley
5
Morgan Stanley
New York
$133M +$25.2M +504,121 +24%
Bank of America
6
Bank of America
North Carolina
$114M +$10.9M +217,599 +11%
AllianceBernstein
7
AllianceBernstein
Tennessee
$89.6M – – –
EWA
8
EP Wealth Advisors
California
$76.1M +$76M +1,519,339 New
UBS Group
9
UBS Group
Switzerland
$45.9M +$10.4M +208,987 +30%
AIM
10
Astor Investment Management
Illinois
$38.6M +$29.5M +589,501 +326%
LPL Financial
11
LPL Financial
California
$27.2M -$4.95M -99,076 -15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23.3M +$8.55M +170,973 +58%
BIM
13
BlackRock Investment Management
Delaware
$21.4M -$19.7M -393,581 -48%
LI
14
LVZ Inc
Michigan
$20.6M +$1.49M +29,700 +8%
TCM
15
TD Capital Management
Tennessee
$20.5M +$20.5M +409,343 +41,473%
ACM
16
Aviance Capital Management
Florida
$18.4M +$12.2M +243,669 +197%
SCA
17
STALEY CAPITAL ADVISERS
Pennsylvania
$18.1M -$2.13M -42,550 -11%
BCMO
18
Buckingham Capital Management (Ohio)
Ohio
$17.7M +$5.64M +112,875 +47%
GIA
19
GHP Investment Advisors
Colorado
$14.1M +$1.91M +38,220 +16%
CFS
20
Commonwealth Financial Services
West Virginia
$9.56M +$9.47M +189,360 +12,084%
SEI Investments
21
SEI Investments
Pennsylvania
$9.51M +$1.23M +24,549 +15%
TCM
22
Tuttle Capital Management
Connecticut
$8.66M +$7.99M +159,724 +1,203%
SAM
23
Securian Asset Management
Minnesota
$6.62M +$6.13M +122,500 +1,266%
PAS
24
Park Avenue Securities
New York
$6.35M +$4.78M +95,590 +303%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4.4M +$1.63M +32,695 +59%
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