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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$295M -$20.9M -416,087 -7%
Morgan Stanley
2
Morgan Stanley
New York
$282M +$14.7M +293,262 +6%
BlackRock
3
BlackRock
New York
$276M +$13.7M +272,775 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M -$4.16K -83 -0%
UBS Group
5
UBS Group
Switzerland
$126M -$6.01M -119,959 -5%
Wells Fargo
6
Wells Fargo
California
$89M -$18.9M -376,729 -17%
SLF
7
Sun Life Financial
Ontario, Canada
$70.7M -$12.3M -244,357 -15%
LPL Financial
8
LPL Financial
California
$66.9M +$4.03M +80,404 +6%
BI
9
Bramshill Investments
Florida
$61.7M +$49.6M +989,318 +409%
TFS
10
TrustCore Financial Services
Tennessee
$59.7M +$30.2M +601,426 +102%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$51.4M +$432K +8,607 +0.8%
CCA
12
Clearwater Capital Advisors
Illinois
$45M +$686K +13,679 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.2M -$11.1M -222,136 -21%
DCM
14
Donaldson Capital Management
Indiana
$39.2M +$3.7M +73,777 +10%
KPW
15
Kore Private Wealth
New York
$29.2M – – –
SAM
16
Securian Asset Management
Minnesota
$25M – – –
Citadel Advisors
17
Citadel Advisors
Florida
$24.9M +$10.1M +200,981 +68%
CT
18
Columbia Trust
Oregon
$24.6M +$11.4M +226,976 +86%
Osaic Holdings
19
Osaic Holdings
Arizona
$23.4M -$1.06M -21,227 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$21.3M +$434K +8,651 +2%
RBC
21
Roble Belko & Company
Pennsylvania
$20.9M +$10.8M +215,227 +107%
SRC
22
Shufro Rose & Co
New York
$20.9M -$178K -3,545 -0.8%
KA
23
Klingman & Associates
New York
$16.9M -$370K -7,379 -2%
MML Investors Services
24
MML Investors Services
Massachusetts
$16.2M -$12.6M -251,263 -44%
RVPG
25
Relative Value Partners Group
$16M +$10.1M +200,463 +170%
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