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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$39.8M +$8.4M +391,080 +25%
Bank of America
2
Bank of America
North Carolina
$18.8M +$8.19M +381,329 +70%
CIM
3
Confluence Investment Management
Missouri
$15.5M +$11.9K +554 +0.1%
CIA
4
Capital Investment Advisors
Georgia
$15.3M +$2.24M +104,410 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.23M +$9.79M +455,624 New
Invesco
6
Invesco
Georgia
$6.45M +$334K +15,544 +5%
LPT
7
Legacy Private Trust
Wisconsin
$4.93M +$515K +23,982 +11%
SWMG
8
Signature Wealth Management Group
Georgia
$3.48M +$323K +15,028 +10%
4FG
9
4Thought Financial Group
New York
$3.45M +$7.37K +343 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$3.44M +$2.38M +110,676 +187%
KF
11
Krilogy Financial
Missouri
$3.12M +$30.6K +1,424 +0.9%
GPA
12
Guidance Point Advisors
Massachusetts
$2.89M +$411K +19,148 +16%
Stifel Financial
13
Stifel Financial
Missouri
$2.14M -$77.4K -3,602 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.04M +$111K +5,156 +5%
SSB
15
Sandy Spring Bank
Maryland
$2M -$83.1K -3,870 -4%
CA
16
CGN Advisors
Kansas
$1.9M +$980K +45,630 +95%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.85M +$37.4K +1,740 +2%
Jane Street
18
Jane Street
New York
$1.8M +$1.63M +76,036 +586%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.8M +$1.91M +88,884 New
VVP
20
Venture Visionary Partners
Ohio
$1.76M +$1.87M +86,859 New
AF
21
Arrow Financial
New York
$1.63M +$900K +41,875 +108%
UBS Group
22
UBS Group
Switzerland
$1.57M +$889K +41,371 +114%
Morgan Stanley
23
Morgan Stanley
New York
$1.03M +$174K +8,084 +19%
US Bancorp
24
US Bancorp
Minnesota
$975K +$343K +15,984 +50%
Wells Fargo
25
Wells Fargo
California
$863K -$27.4K -1,274 -3%