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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
$1.08B +$87.1M +866,454 +9%
LPL Financial
2
LPL Financial
California
$883M +$90.1M +896,804 +11%
Morgan Stanley
3
Morgan Stanley
New York
$803M -$25.4M -252,671 -3%
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$416M +$235M +2,335,616 +129%
Cerity Partners
5
Cerity Partners
New York
$396M +$209M +2,081,395 +112%
Raymond James Financial
6
Raymond James Financial
Florida
$268M +$5.2M +51,694 +2%
UBS Group
7
UBS Group
Switzerland
$260M +$55.7M +554,327 +27%
Osaic Holdings
8
Osaic Holdings
Arizona
$260M +$10M +99,636 +4%
GAG
9
GM Advisory Group
New York
$250M -$7.65M -76,108 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$236M +$29M +288,947 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$236M +$98.7M +982,568 +72%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$226M +$127M +1,263,520 +127%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$213M +$24.7M +245,543 +13%
CIM
14
Confluence Investment Management
Missouri
$210M -$51.1M -508,716 -20%
NP
15
NorthRock Partners
Minnesota
$203M +$13.8M +137,302 +7%
Ameriprise
16
Ameriprise
Minnesota
$203M +$8.77M +87,274 +5%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$201M +$16M +159,642 +9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$191M -$3.3M -32,842 -2%
Wells Fargo
19
Wells Fargo
California
$187M +$43M +427,385 +30%
GAM
20
Gotham Asset Management
New York
$179M +$23.6M +235,224 +15%
RAM
21
Robinhood Asset Management
California
$178M +$178M +1,770,674 New
HCPC
22
Hamilton Capital Partners (Canada)
$159M +$11.3M +112,778 +8%
WC
23
Westerkirk Capital
$153M +$153M +1,523,760 New
WA
24
Waverly Advisors
Alabama
$148M -$8.02M -79,766 -5%
MCM
25
MAI Capital Management
Ohio
$136M -$7.09M -70,598 -5%