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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.2M +$287K +9,813 +2%
MFWM
2
Motley Fool Wealth Management
Virginia
$15.2M +$611K +20,899 +4%
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$13.5M +$1.01M +34,467 +8%
CIM
4
Confluence Investment Management
Missouri
$13.3M +$229K +7,829 +2%
CIA
5
Capital Investment Advisors
Georgia
$9.64M +$2.67M +91,209 +38%
PPWM
6
PFG Private Wealth Management
Florida
$5.04M +$395K +13,492 +8%
Wells Fargo
7
Wells Fargo
California
$4.59M -$582K -19,891 -11%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$4.29M +$124K +4,232 +3%
Jane Street
9
Jane Street
New York
$4.14M +$1.49M +50,895 +56%
US Bancorp
10
US Bancorp
Minnesota
$3.62M +$2.42M +82,861 +199%
SSB
11
Sandy Spring Bank
Maryland
$3.46M +$1.11M +37,920 +47%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.41M +$2.55M +87,106 +288%
RJA
13
Raymond James & Associates
Florida
$3.06M -$650K -22,203 -17%
UBS Group
14
UBS Group
Switzerland
$2.86M +$430K +14,696 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.75M -$243K -8,298 -8%
UCFA
16
United Capital Financial Advisors
Texas
$2.44M -$115K -3,920 -4%
SWMG
17
Signature Wealth Management Group
Georgia
$2.24M +$878 +30 +0%
Morgan Stanley
18
Morgan Stanley
New York
$2.2M +$53K +1,810 +2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.11M +$6.76K +231 +0.3%
Stifel Financial
20
Stifel Financial
Missouri
$2.05M +$86.1K +2,942 +4%
CTC
21
Central Trust Company
Missouri
$1.61M +$415K +14,178 +34%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.5M +$194K +6,633 +15%
Ameriprise
23
Ameriprise
Minnesota
$1.41M +$155K +5,292 +12%
PWS
24
Peloton Wealth Strategists
Indiana
$1.4M +$644K +22,000 +85%
WAS
25
Wealth Advisory Solutions
Indiana
$1.3M -$587K -20,068 -31%