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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$23.3M +$4.6M +183,018 +25%
Stifel Financial
2
Stifel Financial
Missouri
$21.1M +$18.7M +742,344 +740%
Bank of America
3
Bank of America
North Carolina
$21.1M +$1.96M +77,930 +10%
CIA
4
Capital Investment Advisors
Georgia
$12.8M +$1.72M +68,425 +15%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$9.53M +$9.42M +374,760 +7,440%
4FG
6
4Thought Financial Group
New York
$4.11M +$186K +7,392 +5%
KF
7
Krilogy Financial
Missouri
$4.01M +$6.16K +245 +0.2%
LC
8
Legacy CG
Texas
$3.61M +$3.61M +143,790 New
SSB
9
Sandy Spring Bank
Maryland
$2.13M +$1.17M +46,685 +122%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.08M +$206K +8,200 +11%
BEI
11
Benjamin Edwards Inc
Missouri
$2.03M +$1.75M +69,710 +621%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.99M +$156K +6,221 +8%
UBS Group
13
UBS Group
Switzerland
$1.31M +$26K +1,033 +2%
SWMG
14
Signature Wealth Management Group
Georgia
$1.13M +$48K +1,909 +4%
Jane Street
15
Jane Street
New York
$1.03M -$644K -25,630 -38%
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$847K +$32.6K +1,297 +4%
CA
17
CGN Advisors
Kansas
$777K +$47K +1,872 +6%
LHC
18
Little House Capital
Massachusetts
$744K -$12.8K -511 -2%
US Bancorp
19
US Bancorp
Minnesota
$732K +$327K +13,000 +80%
RJA
20
Raymond James & Associates
Florida
$730K – – –
Wells Fargo
21
Wells Fargo
California
$723K +$12K +477 +2%
FNB
22
Farmers National Bank
Kentucky
$652K +$653K +25,992 New
ABC
23
Associated Banc-Corp
Wisconsin
$409K -$7.66K -305 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$339K -$1.03M -41,156 -75%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$289K -$14K -559 -5%
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