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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$375M +$101M +2,018,833 +37%
Morgan Stanley
2
Morgan Stanley
New York
$301M +$20.8M +416,083 +7%
Bank of America
3
Bank of America
North Carolina
$252M -$42.5M -849,533 -14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M +$15M +299,236 +7%
UBS Group
5
UBS Group
Switzerland
$129M +$4.26M +85,091 +3%
Wells Fargo
6
Wells Fargo
California
$70.7M -$18.1M -361,167 -20%
BI
7
Bramshill Investments
Florida
$65.3M +$3.84M +76,730 +6%
LPL Financial
8
LPL Financial
California
$54.4M -$12.3M -245,170 -18%
SLF
9
Sun Life Financial
Ontario, Canada
$53.8M -$16.6M -332,000 -24%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$51.3M +$91.5K +1,830 +0.2%
TFS
11
TrustCore Financial Services
Tennessee
$47.8M -$11.7M -234,480 -20%
EG
12
Enstar Group
Bermuda
$45.7M +$45.8M +915,711 New
CCA
13
Clearwater Capital Advisors
Illinois
$44.7M -$90.8K -1,815 -0.2%
DCM
14
Donaldson Capital Management
Indiana
$43.9M +$4.91M +98,085 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$43.5M +$2.43M +48,633 +6%
KPW
16
Kore Private Wealth
New York
$29.1M – – –
SAM
17
Securian Asset Management
Minnesota
$27.1M +$2.17M +43,375 +9%
RVPG
18
Relative Value Partners Group
$26.7M +$10.8M +216,774 +68%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$25.9M +$4.72M +94,379 +22%
Osaic Holdings
20
Osaic Holdings
Arizona
$24.7M +$1.41M +28,153 +6%
CT
21
Columbia Trust
Oregon
$24.6M – – –
RBC
22
Roble Belko & Company
Pennsylvania
$21.4M +$622K +12,428 +3%
SRC
23
Shufro Rose & Co
New York
$18.4M -$2.41M -48,132 -12%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$17.7M +$17.7M +354,009 New
MML Investors Services
25
MML Investors Services
Massachusetts
$17M +$901K +18,007 +6%
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