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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
$106M +$11.7M +542,235 +12%
Bank of America
2
Bank of America
North Carolina
$98.6M +$14.4M +670,616 +17%
CIA
3
Capital Investment Advisors
Georgia
$68.4M +$5.58M +259,437 +9%
CAI
4
Capital Advisors Inc
Oklahoma
$58.1M +$4.25M +197,588 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$57M -$836K -38,880 -1%
Wells Fargo
6
Wells Fargo
California
$52.2M +$5.23M +243,432 +11%
Morgan Stanley
7
Morgan Stanley
New York
$51.6M +$4.25M +197,791 +9%
Ameriprise
8
Ameriprise
Minnesota
$43.3M -$30.7M -1,428,823 -42%
HighTower Advisors
9
HighTower Advisors
Illinois
$41.8M +$1.5M +69,598 +4%
Stifel Financial
10
Stifel Financial
Missouri
$40.5M +$38.4M +1,785,296 +2,214%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$40.4M +$1.96M +91,233 +5%
SIC
12
Sigma Investment Counselors
Michigan
$33.1M +$1.39M +64,650 +4%
KA
13
Klingman & Associates
New York
$28.5M +$3.09M +143,607 +12%
BEI
14
Benjamin Edwards Inc
Missouri
$28M +$22.8M +1,062,946 +470%
UBS Group
15
UBS Group
Switzerland
$26.2M +$4.59M +213,537 +21%
US Bancorp
16
US Bancorp
Minnesota
$25.2M -$322K -14,974 -1%
AWM
17
Apollon Wealth Management
South Carolina
$22.4M -$131K -6,107 -0.6%
VVP
18
Venture Visionary Partners
Ohio
$21M +$1.1M +51,343 +6%
ACM
19
Advisors Capital Management
New Jersey
$17.1M +$1.02M +47,530 +6%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$16.5M +$1.51M +70,059 +10%
NA
21
NewEdge Advisors
Louisiana
$16.2M +$2.49M +116,011 +18%
MCM
22
MV Capital Management
Maryland
$15.9M +$1.26M +58,834 +9%
AF
23
Arrow Financial
New York
$14.4M -$64.9K -3,020 -0.5%
BMM
24
Buffington Mohr McNeal
Idaho
$13.8M +$196K +9,100 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.4M +$2.03M +94,259 +18%