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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
$218M -$27.2M -541,577 -11%
Morgan Stanley
2
Morgan Stanley
New York
$169M +$9.29M +184,924 +6%
UCFA
3
United Capital Financial Advisors
Texas
$150M -$45M -895,107 -23%
BlackRock
4
BlackRock
New York
$143M -$3.61M -71,893 -2%
Wells Fargo
5
Wells Fargo
California
$143M +$3.67M +73,006 +3%
Bank of America
6
Bank of America
North Carolina
$97.8M -$1.27M -25,208 -1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$90M – – –
UBS Group
8
UBS Group
Switzerland
$78.5M +$11.1M +220,766 +16%
3AM
9
3EDGE Asset Management
Florida
$44.8M +$16.4M +327,200 +58%
LPL Financial
10
LPL Financial
California
$41.8M +$9.4M +187,186 +29%
MML Investors Services
11
MML Investors Services
Massachusetts
$29.1M +$713K +14,199 +3%
BI
12
Bramshill Investments
Florida
$24.2M +$24.2M +481,830 New
BCMO
13
Buckingham Capital Management (Ohio)
Ohio
$22.3M -$287K -5,712 -1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21.2M -$696K -13,851 -3%
SAM
15
Securian Asset Management
Minnesota
$20.4M +$1.1M +21,945 +6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$18.9M +$1.14M +22,667 +6%
GIA
17
GHP Investment Advisors
Colorado
$18.2M +$388K +7,721 +2%
MM
18
Main Management
California
$17.4M +$5.45M +108,569 +46%
SCA
19
STALEY CAPITAL ADVISERS
Pennsylvania
$17.1M -$342K -6,800 -2%
PAS
20
Park Avenue Securities
New York
$15.3M +$2.98M +59,377 +24%
ST
21
Spinnaker Trust
Maine
$13.4M +$2.28M +45,408 +20%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.2M +$983K +19,564 +9%
BCM
23
Brookstone Capital Management
Illinois
$11.5M +$2.94M +58,548 +35%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$1.31M +26,024 +13%
SEI Investments
25
SEI Investments
Pennsylvania
$10.8M +$643K +12,806 +6%
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