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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
$180M +$4.77M +189,224 +3%
ACA
2
Aptus Capital Advisors
Alabama
$85M +$23.1M +917,525 +38%
Morgan Stanley
3
Morgan Stanley
New York
$78.3M +$7.27M +288,330 +10%
CIA
4
Capital Investment Advisors
Georgia
$65.6M +$4.39M +173,915 +7%
CAI
5
Capital Advisors Inc
Oklahoma
$64.7M +$3.46M +137,086 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$50.7M +$5.33M +211,419 +12%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$48M +$2.92M +115,802 +7%
UBS Group
8
UBS Group
Switzerland
$46M +$11.2M +445,093 +33%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$39.4M +$1.96M +77,597 +5%
WIC
10
Woodmont Investment Counsel
Tennessee
$37.4M +$2.44M +96,621 +7%
LPL Financial
11
LPL Financial
California
$36.9M +$2.83M +112,196 +8%
HighTower Advisors
12
HighTower Advisors
Illinois
$31.5M +$6.08M +240,971 +24%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$30.8M +$1.96M +77,802 +7%
Wells Fargo
14
Wells Fargo
California
$30.5M +$3.26M +129,395 +12%
Ameriprise
15
Ameriprise
Minnesota
$30.4M +$1.35M +53,480 +5%
GWA
16
Gratus Wealth Advisors
Virginia
$28.4M +$1.22M +48,575 +5%
SIC
17
Sigma Investment Counselors
Michigan
$27.1M +$772K +30,636 +3%
KA
18
Klingman & Associates
New York
$27.1M +$60.3K +2,391 +0.2%
KCM
19
Kathmere Capital Management
Pennsylvania
$23.5M -$3.17M -125,768 -12%
HCM
20
Hengehold Capital Management
Ohio
$23.1M +$5.5M +218,126 +32%
GA
21
Gateway Advisory
New Jersey
$22M +$787K +31,197 +4%
BWFA
22
Baltimore-Washington Financial Advisors
Maryland
$20.9M +$20.7M +819,769 New
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$20.6M +$4.07M +161,497 +25%
RW
24
RVW Wealth
California
$20.6M +$1.92M +76,194 +10%
Lido Advisors
25
Lido Advisors
California
$19.5M +$6.64M +263,476 +53%