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IBCA

iShares iBonds Dec 2035 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$36M +$9.13M +355,569 +35%
MLA
2
MB, Levis & Associates
Pennsylvania
$13.6M +$13.4M +522,889 New
Lido Advisors
3
Lido Advisors
California
$4.37M +$4.31M +167,997 New
UBS Group
4
UBS Group
Switzerland
$2.68M +$1.79M +69,765 +211%
IW
5
Instrumental Wealth
Florida
$2.11M +$2.08M +80,841 New
JWCA
6
J.W. Cole Advisors
Florida
$1.75M +$1.72M +67,089 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.31M +50,984 +22,264%
PSIWM
8
Paradigm Strategies in Wealth Management
Minnesota
$1.3M +$1.28M +49,976 New
PA
9
Probity Advisors
Texas
$963K +$950K +36,998 New
Jane Street
10
Jane Street
New York
$878K +$866K +33,729 New
AA
11
Addison Advisors
Vermont
$739K +$697K +27,128 +2,197%
GPA
12
Guidance Point Advisors
Massachusetts
$709K +$482K +18,781 +223%
MA
13
MCF Advisors
Kentucky
$708K +$699K +27,205 New
AUB
14
Atlantic Union Bankshares
Virginia
$541K +$221K +8,607 +71%
ATC
15
Adirondack Trust Company
New York
$530K +$383K +14,920 +274%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$484K +$478K +18,591 New
CCM
17
Coldstream Capital Management
Washington
$446K +$440K +17,114 New
RWP
18
Reliant Wealth Planning
Kentucky
$394K +$389K +15,147 New
ASN
19
Advisory Services Network
Georgia
$362K +$2.77K +108 +0.8%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$360K +$355K +13,833 New
Truist Financial
21
Truist Financial
North Carolina
$278K +$274K +10,671 New
HighTower Advisors
22
HighTower Advisors
Illinois
$277K +$273K +10,629 New
SVWA
23
Sarver Vrooman Wealth Advisors
Missouri
$264K +$260K +10,124 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$156K +$154K +5,992 New
CTWM
25
Cherry Tree Wealth Management
Minnesota
$26K