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IBCA

iShares iBonds Dec 2035 Term Corporate ETF
IBCA

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$44.5M +$8.65M +332,225 +24%
Bank of America
2
Bank of America
North Carolina
$19.3M +$19.4M +744,296 New
AF
3
Arrow Financial
New York
$14.7M +$14.8M +568,567 New
MLA
4
MB, Levis & Associates
Pennsylvania
$13.7M +$180K +6,897 +1%
Morgan Stanley
5
Morgan Stanley
New York
$5.82M +$5.84M +224,325 New
GPA
6
Guidance Point Advisors
Massachusetts
$5.75M +$5.06M +194,427 +714%
Raymond James Financial
7
Raymond James Financial
Florida
$4.98M +$5M +191,873 New
Lido Advisors
8
Lido Advisors
California
$4.71M +$357K +13,706 +8%
4FG
9
4Thought Financial Group
New York
$4.67M +$4.69M +180,113 New
BEI
10
Benjamin Edwards Inc
Missouri
$4.35M +$4.36M +167,625 New
KF
11
Krilogy Financial
Missouri
$4.2M +$4.2M +161,513 New
UBS Group
12
UBS Group
Switzerland
$4.11M +$1.45M +55,742 +54%
AA
13
Addison Advisors
Vermont
$3.72M +$2.99M +114,915 +405%
IW
14
Instrumental Wealth
Florida
$2.38M +$257K +9,882 +12%
SP
15
Stonebrook Private
Michigan
$2.26M +$2.27M +87,292 New
PA
16
Probity Advisors
Texas
$2.21M +$1.25M +48,058 +130%
PSIWM
17
Paradigm Strategies in Wealth Management
Minnesota
$2M +$710K +27,263 +55%
ACS
18
Archford Capital Strategies
Illinois
$1.98M +$1.99M +76,467 New
JWCA
19
J.W. Cole Advisors
Florida
$1.83M +$91K +3,495 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.76M +$1.77M +68,016 New
AUB
21
Atlantic Union Bankshares
Virginia
$1.65M +$1.11M +42,707 +206%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.59M +$261K +10,028 +20%
US Bancorp
23
US Bancorp
Minnesota
$1.56M +$1.57M +60,265 New
MA
24
MCF Advisors
Kentucky
$1.23M +$526K +20,214 +74%
MCM
25
MV Capital Management
Maryland
$939K +$942K +36,188 New
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