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iShares Short Maturity Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$593M +$338M +6,746,205 +133%
UCFA
2
United Capital Financial Advisors
Texas
$319M +$112M +2,240,982 +54%
Bank of America
3
Bank of America
North Carolina
$281M +$11.8M +235,541 +4%
Morgan Stanley
4
Morgan Stanley
New York
$263M +$13.6M +270,928 +5%
TTSTC
5
Texas Treasury Safekeeping Trust Company
Texas
$182M -$19M -379,600 -9%
BlackRock
6
BlackRock
New York
$150M -$71.4M -1,423,649 -32%
UBS Group
7
UBS Group
Switzerland
$116M +$41.9M +835,041 +57%
Wells Fargo
8
Wells Fargo
California
$111M +$23.4M +466,908 +27%
LPL Financial
9
LPL Financial
California
$95.4M +$19.1M +381,905 +25%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$43.6M +$11.1M +221,844 +34%
PAS
11
Park Avenue Securities
New York
$43.4M +$9.71M +193,751 +29%
Vanguard Group
12
Vanguard Group
Pennsylvania
$37M +$36.9M +737,000 New
GIA
13
GHP Investment Advisors
Colorado
$28.8M +$2.61M +52,120 +10%
SAS
14
Sage Advisory Services
Texas
$27.9M -$7.94M -158,384 -22%
MM
15
Main Management
California
$25.7M +$798K +15,925 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25.6M +$421K +8,394 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$24.9M +$3.91M +77,907 +19%
AG
18
Advisor Group
Arizona
$23.2M +$2.52M +50,364 +12%
SAM
19
Securian Asset Management
Minnesota
$23.1M +$775K +15,450 +3%
BCMO
20
Buckingham Capital Management (Ohio)
Ohio
$23M +$998K +19,906 +5%
BCM
21
Brookstone Capital Management
Illinois
$22.6M +$1.51M +30,056 +7%
CCA
22
Conservest Capital Advisors
Pennsylvania
$20.6M +$20.6M +410,078 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$20.2M +$5.01M +100,033 +33%
MML Investors Services
24
MML Investors Services
Massachusetts
$19.8M +$6.21M +123,895 +46%
ST
25
Spinnaker Trust
Maine
$18.9M +$2.56M +51,010 +16%