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iShares 0-3 Month Treasury Bond ETF
SGOV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$503M +$59.3M +589,655 +13%
Bank of America
2
Bank of America
North Carolina
$342M -$36.8M -365,897 -10%
LPL Financial
3
LPL Financial
California
$305M +$13.2M +131,664 +5%
RJA
4
Raymond James & Associates
Florida
$191M +$72.4M +719,741 +61%
PCIG
5
Partners Capital Investment Group
Massachusetts
$184M +$15.3M +151,959 +9%
NP
6
NorthRock Partners
Minnesota
$168M +$2.28M +22,714 +1%
EIC
7
Equity Investment Corp
Georgia
$168M +$6.92M +68,861 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$165M -$24.4M -242,549 -13%
SCA
9
Stuart Chaussee & Associates
California
$148M +$10.3M +102,355 +8%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$147M +$11.4M +113,848 +8%
LSAG
11
Lake Street Advisors Group
New Hampshire
$127M +$36.5M +363,155 +40%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$121M +$875K +8,700 +0.7%
WFMPM
13
Woodley Farra Manion Portfolio Management
Indiana
$119M -$3.76M -37,404 -3%
Cerity Partners
14
Cerity Partners
New York
$118M +$61.9M +616,225 +110%
CIM
15
Confluence Investment Management
Missouri
$109M -$27M -268,710 -20%
AC
16
AWM Capital
Arizona
$107M +$40.4M +401,905 +61%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$105M -$20.2M -200,763 -16%
BL
18
Balentine LLC
Georgia
$104M +$43.8M +435,319 +73%
BlackRock
19
BlackRock
New York
$103M +$29.2M +290,493 +40%
CAM
20
Cresset Asset Management
Illinois
$96.1M +$2.12M +21,062 +2%
GAG
21
GM Advisory Group
New York
$96.1M +$19.4M +192,891 +25%
Ameriprise
22
Ameriprise
Minnesota
$96M -$31.2M -310,449 -25%
UBS Group
23
UBS Group
Switzerland
$94.3M -$27.8M -276,223 -23%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$93.3M -$82.5M -820,171 -47%
Prudential Financial
25
Prudential Financial
New Jersey
$89.6M +$8.38M +83,348 +10%
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