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iShares 0-3 Month Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$995M -$68.1M -677,607 -6%
PFM
2
Potomac Fund Management
Florida
$942M +$336M +3,343,774 +56%
Morgan Stanley
3
Morgan Stanley
New York
$831M -$14.6M -145,379 -2%
LPL Financial
4
LPL Financial
California
$795M +$69.9M +695,587 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$264M +$21.1M +209,640 +9%
CIM
6
Confluence Investment Management
Missouri
$262M +$23.1M +229,918 +10%
GAG
7
GM Advisory Group
New York
$259M +$137M +1,358,619 +112%
Osaic Holdings
8
Osaic Holdings
Arizona
$251M +$17.8M +176,596 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$208M -$100M -995,015 -33%
UBS Group
10
UBS Group
Switzerland
$205M -$10.1M -100,064 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$195M -$18.6M -184,930 -9%
Ameriprise
12
Ameriprise
Minnesota
$194M -$281M -2,794,116 -59%
NP
13
NorthRock Partners
Minnesota
$190M +$14.1M +140,040 +8%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$189M +$16.5M +163,885 +10%
Cerity Partners
15
Cerity Partners
New York
$187M -$61.6M -612,316 -25%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$186M +$6.68M +66,426 +4%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$182M +$23.6M +234,636 +15%
SAM
18
Synergy Asset Management
Washington
$172M +$127M +1,264,139 +287%
AWA
19
Aaron Wealth Advisors
Illinois
$166M +$166M +1,649,615 New
GAM
20
Gotham Asset Management
New York
$156M +$80.8M +803,355 +107%
WA
21
Waverly Advisors
Alabama
$156M +$715K +7,109 +0.5%
Prudential Financial
22
Prudential Financial
New Jersey
$156M +$61.5M +612,067 +66%
MIC
23
Maxi Investments CY
Cyprus
$154M +$53.8M +535,480 +54%
HCPC
24
Hamilton Capital Partners (Canada)
$148M +$5.8M +57,634 +4%
Wells Fargo
25
Wells Fargo
California
$144M +$5.61M +55,834 +4%