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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
$92.7M +$37.6M +1,738,334 +67%
Bank of America
2
Bank of America
North Carolina
$82.7M +$8.85M +409,316 +12%
Ameriprise
3
Ameriprise
Minnesota
$73.1M -$19.1M -881,075 -20%
CIA
4
Capital Investment Advisors
Georgia
$61.7M +$5.78M +267,382 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$56.8M +$57.5M +2,660,892 New
CAI
6
Capital Advisors Inc
Oklahoma
$52.9M +$3.26M +150,927 +6%
Morgan Stanley
7
Morgan Stanley
New York
$46.6M +$6.53M +301,942 +16%
Wells Fargo
8
Wells Fargo
California
$46.1M +$3.18M +147,287 +7%
HighTower Advisors
9
HighTower Advisors
Illinois
$39.6M +$9.28M +429,032 +30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.8M +$9.98M +461,767 +35%
SIC
11
Sigma Investment Counselors
Michigan
$31.2M +$2.07M +95,813 +7%
US Bancorp
12
US Bancorp
Minnesota
$25.1M -$1.71M -79,199 -6%
KA
13
Klingman & Associates
New York
$25M +$4.11M +189,970 +19%
AWM
14
Apollon Wealth Management
South Carolina
$22.2M +$22.4M +1,037,175 New
UBS Group
15
UBS Group
Switzerland
$21.2M -$165K -7,616 -0.8%
VVP
16
Venture Visionary Partners
Ohio
$19.6M +$961K +44,439 +5%
ACM
17
Advisors Capital Management
New Jersey
$15.8M +$505K +23,350 +3%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$14.7M +$890K +41,154 +6%
MCM
19
MV Capital Management
Maryland
$14.4M +$1.85M +85,696 +15%
AF
20
Arrow Financial
New York
$14.3M +$476K +21,998 +3%
NA
21
NewEdge Advisors
Louisiana
$13.5M -$16.9K -782 -0.1%
BMM
22
Buffington Mohr McNeal
Idaho
$13.4M +$380K +17,577 +3%
MLA
23
MB, Levis & Associates
Pennsylvania
$12.6M +$173K +8,010 +1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$12.3M -$174K -8,058 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$11.7M +$4.59M +212,293 +63%