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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$54.1M +$55.1M +2,366,737 New
CIA
2
Capital Investment Advisors
Georgia
$14.6M +$1.49M +64,121 +11%
Bank of America
3
Bank of America
North Carolina
$14M -$1.62M -69,665 -10%
SIC
4
Sigma Investment Counselors
Michigan
$13.6M +$1.36M +58,345 +11%
Stifel Financial
5
Stifel Financial
Missouri
$12.7M +$12.5M +535,026 +2,390%
CIM
6
Confluence Investment Management
Missouri
$12.4M +$4.21M +180,905 +50%
SPF
7
Steven Patrick Farmer
$12.4M +$12.6M +542,644 New
KA
8
Klingman & Associates
New York
$11.9M +$12.1M +521,435 New
BFEC
9
Benjamin F. Edwards & Company
Missouri
$7.08M +$7.21M +309,659 New
MGIA
10
Matthew Goff Investment Advisor
Texas
$6.12M -$52.6K -2,260 -0.8%
PPWM
11
PFG Private Wealth Management
Florida
$4.84M +$467K +20,069 +10%
Jane Street
12
Jane Street
New York
$4.07M +$4.15M +178,175 New
LPL Financial
13
LPL Financial
California
$3.94M +$1.87M +80,323 +87%
SWMG
14
Signature Wealth Management Group
Georgia
$3.81M +$1.13M +48,615 +41%
US Bancorp
15
US Bancorp
Minnesota
$3.63M +$804K +34,513 +28%
SSB
16
Sandy Spring Bank
Maryland
$3.58M -$23.8K -1,020 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.47M +$63.8K +2,741 +2%
KF
18
Krilogy Financial
Missouri
$3.25M +$1.24M +53,067 +60%
4FG
19
4Thought Financial Group
New York
$2.96M +$45.1K +1,936 +2%
GPA
20
Guidance Point Advisors
Massachusetts
$2.65M +$1.52M +65,315 +128%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.05M +$62K +2,664 +3%
Wells Fargo
22
Wells Fargo
California
$2M -$300K -12,892 -13%
Morgan Stanley
23
Morgan Stanley
New York
$1.92M +$560K +24,063 +40%
KNW
24
Kesler Norman & Wride
Utah
$1.8M -$3.1K -133 -0.2%
Ameriprise
25
Ameriprise
Minnesota
$1.78M +$234K +10,036 +15%