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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
$41.5M +$6.02M +282,898 +17%
Bank of America
2
Bank of America
North Carolina
$25.6M +$2.83M +133,045 +13%
CIA
3
Capital Investment Advisors
Georgia
$23.7M +$4.24M +199,558 +22%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17M +$339K +15,939 +2%
SIC
5
Sigma Investment Counselors
Michigan
$13.6M +$13.1M +618,133 +4,751%
Ameriprise
6
Ameriprise
Minnesota
$11.7M +$7.07M +332,679 +159%
UBS Group
7
UBS Group
Switzerland
$10.5M +$8.52M +400,680 +465%
Jane Street
8
Jane Street
New York
$10.5M +$9.79M +460,507 +1,784%
MLA
9
MB, Levis & Associates
Pennsylvania
$9.37M +$858K +40,350 +10%
Morgan Stanley
10
Morgan Stanley
New York
$8.32M +$1.77M +83,036 +27%
VVP
11
Venture Visionary Partners
Ohio
$7.6M +$2.39M +112,539 +47%
AF
12
Arrow Financial
New York
$7.37M +$1.36M +63,748 +23%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$7.23M +$7.14M +335,930 New
OMC
14
Old Mission Capital
Illinois
$6.63M +$6.55M +308,157 New
LPT
15
Legacy Private Trust
Wisconsin
$6.32M +$368K +17,287 +6%
PPWM
16
PFG Private Wealth Management
Florida
$5.97M +$5.61M +263,601 +1,907%
KTM
17
Keeler Thomas Management
Utah
$4.22M +$3.33M +156,667 +398%
SWMG
18
Signature Wealth Management Group
Georgia
$4.04M +$221K +10,374 +6%
GPA
19
Guidance Point Advisors
Massachusetts
$3.86M +$345K +16,208 +10%
4FG
20
4Thought Financial Group
New York
$3.81M +$50.5K +2,375 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.8M +$3.75M +176,426 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.61M +$1.16M +54,571 +48%
KF
23
Krilogy Financial
Missouri
$3.58M +$2.13M +99,941 +150%
CA
24
CGN Advisors
Kansas
$3.16M +$87.1K +4,097 +3%
Wells Fargo
25
Wells Fargo
California
$2.9M +$1.12M +52,846 +64%
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