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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$46.1M +$5.11M +238,881 +12%
Bank of America
2
Bank of America
North Carolina
$41.7M +$2.56M +119,592 +7%
UBS Group
3
UBS Group
Switzerland
$39.1M +$3.37M +157,536 +9%
Morgan Stanley
4
Morgan Stanley
New York
$32.3M +$2.47M +115,724 +8%
ACA
5
Aptus Capital Advisors
Alabama
$30.3M +$3.71M +173,553 +14%
GA
6
Gateway Advisory
New Jersey
$30.2M +$1.34M +62,849 +5%
US Bancorp
7
US Bancorp
Minnesota
$29M +$5.29M +247,558 +22%
SIC
8
Sigma Investment Counselors
Michigan
$24.8M +$5.67M +264,956 +30%
SL
9
Summitry LLC
California
$23.9M -$7.65M -357,727 -24%
Wells Fargo
10
Wells Fargo
California
$22M +$14.5M +678,631 +195%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.9M -$1.04M -48,818 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$20M +$1.52M +71,292 +8%
KA
13
Klingman & Associates
New York
$16.9M +$2.92M +136,650 +21%
VVP
14
Venture Visionary Partners
Ohio
$15.7M +$3.8M +177,599 +32%
ACM
15
Advisors Capital Management
New Jersey
$14.3M +$14.3M +669,165 New
AF
16
Arrow Financial
New York
$13.2M +$471K +22,036 +4%
BMM
17
Buffington Mohr McNeal
Idaho
$12.6M +$1.28M +60,049 +11%
MLA
18
MB, Levis & Associates
Pennsylvania
$12M +$260K +12,153 +2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.4M +$1.17M +54,806 +11%
MCM
20
MV Capital Management
Maryland
$11.4M +$3.01M +140,936 +36%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.87M +$9.57M +447,429 +3,239%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.52M +$1.67M +77,881 +21%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$9.23M +$2.02M +94,412 +28%
Ameriprise
24
Ameriprise
Minnesota
$8.56M -$194K -9,064 -2%
PRWA
25
Platte River Wealth Advisors
Colorado
$6.85M +$1.24M +57,976 +22%