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iShares Short Maturity Bond ETF
NEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$179M +$12.6M +247,672 +8%
CCA
2
Clearwater Capital Advisors
Illinois
$158M +$9.85M +192,930 +7%
Bank of America
3
Bank of America
North Carolina
$156M +$5.99M +117,301 +4%
Wells Fargo
4
Wells Fargo
California
$141M +$3.56M +69,630 +3%
LPL Financial
5
LPL Financial
California
$140M +$4.56M +89,368 +3%
UBS Group
6
UBS Group
Switzerland
$128M +$45.8M +896,570 +56%
BI
7
Bramshill Investments
Florida
$122M -$2.66M -52,040 -2%
BlackRock
8
BlackRock
New York
$115M -$646K -12,659 -0.6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$71.9M +$7.23M +141,623 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$63.6M +$4.59M +89,913 +8%
AP
11
Americana Partners
Texas
$57.8M +$36.6M +716,172 +170%
Ameriprise
12
Ameriprise
Minnesota
$55.7M -$2.36M -46,304 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$54.2M +$4.01M +78,524 +8%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$50M +$50M +979,016 +22,589%
NA
15
NewEdge Advisors
Louisiana
$46.5M +$22.7M +445,163 +95%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$36.8M +$7.84M +153,429 +27%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$32M +$7.73M +151,317 +32%
Osaic Holdings
18
Osaic Holdings
Arizona
$28.7M +$12.1M +236,070 +72%
Stifel Financial
19
Stifel Financial
Missouri
$27M +$491K +9,606 +2%
USAA
20
United Services Automobile Association
Texas
$24.9M – – –
ARA
21
Alexander Randolph Advisory
Virginia
$23.5M +$980K +19,190 +4%
IIC
22
Integrated Investment Consultants
Michigan
$22.6M +$2.04M +39,857 +10%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$21.2M +$6.63M +129,789 +45%
DCM
24
Donaldson Capital Management
Indiana
$21M -$728K -14,253 -3%
GAM
25
Gotham Asset Management
New York
$20.2M +$10.1M +197,060 +98%
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