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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$95.4M +$84.1M +3,856,660 +863%
Bank of America
2
Bank of America
North Carolina
$76.7M +$29.8M +1,364,406 +65%
CIA
3
Capital Investment Advisors
Georgia
$58.2M +$4.96M +227,499 +9%
ACA
4
Aptus Capital Advisors
Alabama
$57.7M +$15.6M +717,213 +38%
CAI
5
Capital Advisors Inc
Oklahoma
$51.6M +$2.13M +97,608 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$47.8M +$4.92M +225,504 +12%
Wells Fargo
7
Wells Fargo
California
$44.6M +$3.05M +139,690 +7%
Morgan Stanley
8
Morgan Stanley
New York
$41.6M +$4.71M +215,800 +13%
GA
9
Gateway Advisory
New Jersey
$34.2M +$1.07M +49,049 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$31.6M +$5.95M +272,647 +24%
SIC
11
Sigma Investment Counselors
Michigan
$30.2M +$2.05M +93,963 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$29M +$1.16M +53,235 +4%
US Bancorp
13
US Bancorp
Minnesota
$27.8M +$39.7K +1,821 +0.1%
UBS Group
14
UBS Group
Switzerland
$22.2M +$2.31M +105,816 +12%
KA
15
Klingman & Associates
New York
$21.7M +$1.99M +91,358 +10%
MFG
16
Monumental Financial Group
Maryland
$21.5M +$6.51M +298,300 +45%
VVP
17
Venture Visionary Partners
Ohio
$19.3M +$1.37M +62,949 +8%
ACM
18
Advisors Capital Management
New Jersey
$15.9M +$388K +17,793 +3%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$14.3M +$3.32M +151,981 +31%
AF
20
Arrow Financial
New York
$14.3M +$186K +8,516 +1%
NA
21
NewEdge Advisors
Louisiana
$14M +$11.6M +533,429 +541%
BMM
22
Buffington Mohr McNeal
Idaho
$13.5M +$308K +14,142 +2%
MCM
23
MV Capital Management
Maryland
$13.1M +$678K +31,104 +6%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$13M +$831K +38,106 +7%
MLA
25
MB, Levis & Associates
Pennsylvania
$12.9M +$181K +8,299 +1%
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