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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
$114M +$6.79M +313,617 +6%
Bank of America
2
Bank of America
North Carolina
$103M +$3.03M +140,080 +3%
CIA
3
Capital Investment Advisors
Georgia
$75.6M +$6.27M +289,591 +9%
CAI
4
Capital Advisors Inc
Oklahoma
$61.8M +$2.98M +137,553 +5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$61M +$56.4M +2,601,621 +1,499%
Morgan Stanley
6
Morgan Stanley
New York
$57.4M +$5.04M +232,670 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$57.1M +$48.8M +2,251,694 +651%
Wells Fargo
8
Wells Fargo
California
$56M +$3.18M +146,700 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$47M -$10.5M -485,082 -19%
HighTower Advisors
10
HighTower Advisors
Illinois
$43.6M +$1.22M +56,528 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$43.2M +$2.21M +102,127 +5%
SIC
12
Sigma Investment Counselors
Michigan
$34.4M +$876K +40,463 +3%
KA
13
Klingman & Associates
New York
$29.4M +$567K +26,161 +2%
UBS Group
14
UBS Group
Switzerland
$26.8M +$271K +12,520 +1%
US Bancorp
15
US Bancorp
Minnesota
$25.8M +$278K +12,838 +1%
VVP
16
Venture Visionary Partners
Ohio
$24.7M +$3.36M +155,150 +16%
Ameriprise
17
Ameriprise
Minnesota
$24.4M -$19.1M -883,129 -44%
AWM
18
Apollon Wealth Management
South Carolina
$22.9M +$233K +10,750 +1%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$19.6M +$2.92M +134,842 +18%
Stifel Financial
20
Stifel Financial
Missouri
$18.4M -$22.2M -1,026,967 -55%
ACM
21
Advisors Capital Management
New Jersey
$18.4M +$1.12M +51,757 +7%
MCM
22
MV Capital Management
Maryland
$16.4M +$227K +10,489 +1%
NA
23
NewEdge Advisors
Louisiana
$15.1M -$1.27M -58,738 -8%
AF
24
Arrow Financial
New York
$14.5M -$132K -6,109 -0.9%
EWA
25
EP Wealth Advisors
California
$14.4M +$14.2M +653,952 New