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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$61.8M +$3.05M +134,339 +5%
ACA
2
Aptus Capital Advisors
Alabama
$48.4M -$6.44M -284,138 -12%
CIA
3
Capital Investment Advisors
Georgia
$29.1M +$29.4M +1,295,510 New
KA
4
Klingman & Associates
New York
$24.6M +$439K +19,379 +2%
Morgan Stanley
5
Morgan Stanley
New York
$23.6M +$8.72M +384,671 +58%
SL
6
Summitry LLC
California
$22.8M +$226K +9,952 +1%
Bank of America
7
Bank of America
North Carolina
$22.6M +$3.19M +140,881 +16%
SIC
8
Sigma Investment Counselors
Michigan
$20.2M +$821K +36,210 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$17.9M +$382K +16,844 +2%
GA
10
Gateway Advisory
New Jersey
$17.1M +$9.32M +410,943 +116%
ACM
11
Advisors Capital Management
New Jersey
$13.3M +$13.5M +593,416 New
UBS Group
12
UBS Group
Switzerland
$13M +$4.14M +182,558 +46%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11.9M +$7.68M +338,755 +178%
Ameriprise
14
Ameriprise
Minnesota
$11.7M +$1.17M +51,598 +11%
MLA
15
MB, Levis & Associates
Pennsylvania
$10.7M +$1.71M +75,270 +19%
AF
16
Arrow Financial
New York
$8.21M +$608K +26,829 +8%
LPL Financial
17
LPL Financial
California
$7.86M +$1.03M +45,230 +15%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$7.73M +$722K +31,859 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.53M +$337K +14,861 +5%
VVP
20
Venture Visionary Partners
Ohio
$7.4M +$417K +18,389 +6%
PPWM
21
PFG Private Wealth Management
Florida
$7.35M +$305K +13,448 +4%
US Bancorp
22
US Bancorp
Minnesota
$7.16M +$3.07M +135,220 +74%
PRWA
23
Platte River Wealth Advisors
Colorado
$5.85M +$1.33M +58,662 +29%
KTM
24
Keeler Thomas Management
Utah
$5.66M +$1.33M +58,519 +30%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.6M +$5.66M +249,496 New