ISHARES TR

Ticker: SLQD CUSIP: 46434V100 Class: 0-5YR INVT GR CP

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY2,353,233$119,309
Allspring Global Investments Holdings, LLC2,077,168$105,312
LJI Wealth Management, LLC1,308,304$66,331
LPL Financial LLC1,151,880$58,400
UBS Group AG1,128,504$57,215
MAI Capital Management1,030,751$52,259
Bramshill Investments, LLC997,815$50,589
World Investment Advisors994,418$50,417
FARMERS & MERCHANTS INVESTMENTS INC968,322$49,094
VOISARD ASSET MANAGEMENT GROUP, INC.849,950$43,092
AMERIPRISE FINANCIAL INC810,737$41,107
Crews Bank & Trust736,390$37,335
ROYAL BANK OF CANADA687,598$34,861
RAYMOND JAMES FINANCIAL INC678,490$34,399
BANK OF AMERICA CORP /DE/589,218$29,873
CREATIVE FINANCIAL DESIGNS INC /ADV488,532$24,769
NewEdge Advisors, LLC477,814$24,225
GREENUP STREET WEALTH MANAGEMENT LLC466,209$23,637
Wiser Wealth Management, Inc462,972$23,473
Financiere des Professionnels - Fonds d,investissement inc.434,400$22,024
Corient Private Wealth LLC414,681$21,024
Vestmark Advisory Solutions, Inc.378,511$19,190
Allianz Asset Management GmbH360,957$18,301
CAMDEN NATIONAL BANK353,356$17,915
Cetera Investment Advisers293,204$14,865
Colonial Trust Advisors292,855$14,848
TIAA TRUST, NATIONAL ASSOCIATION280,277$14,210
Global Wealth Management Investment Advisory, Inc.258,597$13,111
STIFEL FINANCIAL CORP228,232$11,571
WELLS FARGO & COMPANY/MN227,270$11,523
INTEGRAL INVESTMENT ADVISORS, INC.210,207$10,657
Waterloo Capital, L.P.207,052$10,498
HighTower Advisors, LLC199,468$10,113
ENVESTNET ASSET MANAGEMENT INC189,318$9,598
Sierra Capital LLC181,639$9
Colonial Trust Co / SC179,355$9,093
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO173,068$8,775
LOOMIS SAYLES & CO L P172,000$8,720
Ifrah Financial Services, Inc.166,501$8,442
LaSalle St. Investment Advisors, LLC156,820$8
Saiph Capital, LLC155,483$7,883
COMMONWEALTH EQUITY SERVICES, LLC154,093$7,813
MML INVESTORS SERVICES, LLC149,203$7,565
ALTERNA WEALTH MANAGEMENT, INC149,103$7,560
JPMORGAN CHASE & CO139,066$7,051
Summit Financial, LLC138,510$7,022
SCOTIA CAPITAL INC.136,027$6,897
Financial Engines Advisors L.L.C.135,240$6,857
Federation des caisses Desjardins du Quebec129,836$6,583
Private Advisor Group, LLC112,656$5,712
River Wealth Advisors LLC108,095$5,480
PRINCIPAL SECURITIES, INC.106,164$5,382
Waverly Advisors, LLC103,375$5,241
Lido Advisors, LLC103,130$5,242
JT Stratford LLC100,312$5,086
Harel Insurance Investments & Financial Services Ltd.99,882$5
Quantinno Capital Management LP94,511$4,792
Kathmere Capital Management, LLC93,911$4,761
DecisionPoint Financial, LLC93,546$4,743
Rosenberg Matthew Hamilton89,873$4,557
Sanctuary Advisors, LLC87,285$4,425
OSAIC HOLDINGS, INC.86,998$4,412
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC86,584$4,393
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC81,026$4,108
Trail Ridge Investment Advisors, LLC80,396$4,076
Sugar Maple Asset Management, LLC68,589$3,477
Townsend Financial Planning, LLC67,715$3,433
Belpointe Asset Management LLC64,378$3,264
GOLDMAN SACHS GROUP INC61,829$3,135
Rockbridge Investment Management, LCC60,874$3,086
JONES FINANCIAL COMPANIES LLLP59,611$3,022
Fonville Wealth Management LLC58,303$2,956
Charter Oak Capital Management, LLC57,883$2,935
JGP Wealth Management, LLC56,071$2,843
Obsido Oy55,650$2,821
IFP Advisors, Inc55,107$2,794
TD Waterhouse Canada Inc.54,443$2,760
Buckingham Strategic Partners54,006$2,738
Mariner, LLC49,109$2,490
Life Planning Partners, Inc47,297$2,398
Turn8 Private Wealth Inc.46,954$2,381
Cambridge Investment Research Advisors, Inc.46,907$2
Portus Wealth Advisors, LLC45,164$2,290
VISTA INVESTMENT MANAGEMENT42,973$2,179
American Wealth Advisors, LLC42,283$2,144
Topor & Co. Korea42,131$2
Argent Advisors, Inc.41,992$2,129
BANK OF MONTREAL /CAN/40,474$2,052
Laurel Wealth Advisors LLC40,161$2,036
CAPITAL FINANCIAL GROUP INC\CO\ /ADV36,183$1,834
NDWM LLC35,899$1,820
Curi Capital, LLC32,584$1,652
Cosner Financial Group, LLC32,565$1,651
Biondo Investment Advisors, LLC32,460$1,646
Atria Investments, Inc32,278$1,636
Bank Julius Baer & Co. Ltd, Zurich32,059$1,625
OFC FINANCIAL PLANNING, LLC31,674$1,606
RENAISSANCE TECHNOLOGIES LLC31,582$1,601
Stratos Wealth Partners, LTD.31,470$1,596
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.30,605$1,552
152 other institutions1,309,776$64,539
Total (252 institutions)29,359,417$1,459,965