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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
$125M +$9.42M +427,926 +8%
Bank of America
2
Bank of America
North Carolina
$123M +$19.1M +867,713 +19%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$85.4M +$23.8M +1,082,191 +39%
CIA
4
Capital Investment Advisors
Georgia
$81.6M +$5.37M +243,785 +7%
CAI
5
Capital Advisors Inc
Oklahoma
$65.2M +$2.87M +130,572 +5%
Morgan Stanley
6
Morgan Stanley
New York
$64.4M +$6.58M +298,795 +11%
Wells Fargo
7
Wells Fargo
California
$63.1M +$6.57M +298,544 +12%
Raymond James Financial
8
Raymond James Financial
Florida
$54.6M +$7.22M +327,865 +15%
HighTower Advisors
9
HighTower Advisors
Illinois
$47.6M +$3.63M +165,038 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$46.1M +$2.58M +117,401 +6%
SIC
11
Sigma Investment Counselors
Michigan
$36.2M +$1.51M +68,604 +4%
SF
12
Summit Financial
New Jersey
$34.4M +$34.2M +1,552,485 New
KA
13
Klingman & Associates
New York
$31.8M +$2.14M +97,021 +7%
UBS Group
14
UBS Group
Switzerland
$31M +$3.91M +177,806 +15%
US Bancorp
15
US Bancorp
Minnesota
$24.4M -$1.58M -71,824 -6%
AWM
16
Apollon Wealth Management
South Carolina
$23.4M +$346K +15,736 +2%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$21.9M +$2.1M +95,190 +11%
NA
18
NewEdge Advisors
Louisiana
$21M +$5.74M +260,892 +38%
ACM
19
Advisors Capital Management
New Jersey
$19.8M +$1.26M +57,352 +7%
VBFG
20
Vishria Bird Financial Group
Tennessee
$19.4M +$19.3M +877,222 New
Stifel Financial
21
Stifel Financial
Missouri
$19.4M +$809K +36,763 +4%
MCM
22
MV Capital Management
Maryland
$17.7M +$1.19M +53,955 +7%
WIC
23
Woodmont Investment Counsel
Tennessee
$17.6M +$16.3M +741,768 +1,380%
HCM
24
Howland Capital Management
Massachusetts
$15.3M +$1.51M +68,813 +11%
AF
25
Arrow Financial
New York
$14.3M -$310K -14,088 -2%