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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$33.7M +$34.4M +1,572,720 New
CIM
2
Confluence Investment Management
Missouri
$16.3M -$4.12M -188,422 -20%
SPF
3
Steven Patrick Farmer
$16.3M +$16.7M +763,414 New
CIA
4
Capital Investment Advisors
Georgia
$13.9M +$1.41M +64,548 +11%
Bank of America
5
Bank of America
North Carolina
$11.7M -$10.1M -459,720 -46%
Invesco
6
Invesco
Georgia
$6.48M +$2.89M +132,353 +78%
LPT
7
Legacy Private Trust
Wisconsin
$4.69M +$4.54M +207,847 +1,815%
4FG
8
4Thought Financial Group
New York
$3.64M +$72.5K +3,318 +2%
SWMG
9
Signature Wealth Management Group
Georgia
$3.36M +$2.04M +93,329 +147%
KF
10
Krilogy Financial
Missouri
$3.26M +$1.28M +58,390 +62%
GPA
11
Guidance Point Advisors
Massachusetts
$2.63M +$1.52M +69,417 +130%
Stifel Financial
12
Stifel Financial
Missouri
$2.34M -$17.1M -782,130 -88%
SSB
13
Sandy Spring Bank
Maryland
$2.19M -$252K -11,530 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.04M -$25.8K -1,180 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.92M +$287K +13,134 +17%
Ameriprise
16
Ameriprise
Minnesota
$1.26M -$58K -2,653 -4%
CA
17
CGN Advisors
Kansas
$1.03M +$307K +14,054 +41%
Wells Fargo
18
Wells Fargo
California
$939K +$122K +5,564 +15%
Morgan Stanley
19
Morgan Stanley
New York
$912K +$451K +20,617 +94%
BCPWM
20
Bradley & Co Private Wealth Management
Florida
$887K +$168K +7,698 +23%
LHC
21
Little House Capital
Massachusetts
$832K +$296K +13,523 +53%
AF
22
Arrow Financial
New York
$827K -$169K -7,712 -17%
UBS Group
23
UBS Group
Switzerland
$774K +$106K +4,848 +15%
RJA
24
Raymond James & Associates
Florida
$749K +$128K +5,862 +20%
FNB
25
Farmers National Bank
Kentucky
$720K +$88.3K +4,039 +14%
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