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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
$54.6M -$10.5M -475,116 -16%
KA
2
Klingman & Associates
New York
$22.6M +$7.33M +332,952 +48%
CIA
3
Capital Investment Advisors
Georgia
$19.9M +$3.17M +143,763 +19%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.1M +$6.59M +299,323 +64%
Bank of America
5
Bank of America
North Carolina
$16.3M +$2.27M +103,023 +16%
SIC
6
Sigma Investment Counselors
Michigan
$14.6M +$437K +19,820 +3%
Morgan Stanley
7
Morgan Stanley
New York
$12.2M +$9.95M +451,577 +467%
MLA
8
MB, Levis & Associates
Pennsylvania
$8.1M +$8.05M +365,439 New
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$7.35M +$7.02M +318,723 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.06M -$114K -5,158 -2%
PPWM
11
PFG Private Wealth Management
Florida
$6.92M +$345K +15,671 +5%
VVP
12
Venture Visionary Partners
Ohio
$6.6M +$6.56M +297,921 New
AF
13
Arrow Financial
New York
$6.44M +$4.28M +194,513 +203%
Jane Street
14
Jane Street
New York
$5.02M +$2.57M +116,735 +106%
MGIA
15
Matthew Goff Investment Advisor
Texas
$4.59M -$1.3M -59,111 -22%
LPL Financial
16
LPL Financial
California
$4.39M +$57.7K +2,618 +1%
Ameriprise
17
Ameriprise
Minnesota
$4.19M +$330K +14,994 +9%
SWMG
18
Signature Wealth Management Group
Georgia
$4.09M +$239K +10,830 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.01M +$3.99M +181,078 New
US Bancorp
20
US Bancorp
Minnesota
$3.92M +$3K +136 +0.1%
GPA
21
Guidance Point Advisors
Massachusetts
$3.45M +$448K +20,328 +15%
SHA
22
Seneca House Advisors
Virginia
$3.25M +$1.53M +69,240 +90%
CA
23
CGN Advisors
Kansas
$3.02M +$1.03M +46,615 +52%
SSB
24
Sandy Spring Bank
Maryland
$3M -$301K -13,670 -9%
4FG
25
4Thought Financial Group
New York
$2.93M +$49.1K +2,227 +2%