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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$199M +$20.5M +927,523 +11%
ACA
2
Aptus Capital Advisors
Alabama
$132M +$2.39M +108,447 +2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$118M -$18M -815,364 -13%
Morgan Stanley
4
Morgan Stanley
New York
$104M +$25.7M +1,165,700 +33%
Raymond James Financial
5
Raymond James Financial
Florida
$94.2M +$16.7M +755,466 +21%
CIA
6
Capital Investment Advisors
Georgia
$89.2M +$3.53M +160,102 +4%
CAI
7
Capital Advisors Inc
Oklahoma
$70.4M +$4.15M +188,340 +6%
Wells Fargo
8
Wells Fargo
California
$64.1M -$2.28M -103,268 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55M +$3.74M +169,622 +7%
HPC
10
HM Payson & Co
Maine
$53.7M +$17.7M +801,498 +48%
HighTower Advisors
11
HighTower Advisors
Illinois
$51.6M +$1.42M +64,433 +3%
UBS Group
12
UBS Group
Switzerland
$46.3M +$5.38M +244,081 +13%
Lido Advisors
13
Lido Advisors
California
$43.3M +$37.4M +1,694,837 +594%
SVWAG
14
Sound View Wealth Advisors Group
Georgia
$38.2M +$5.9M +267,629 +18%
KA
15
Klingman & Associates
New York
$36.1M +$1.78M +80,610 +5%
SIC
16
Sigma Investment Counselors
Michigan
$36M +$429K +19,465 +1%
SF
17
Summit Financial
New Jersey
$35.2M +$773K +35,076 +2%
GWA
18
Gratus Wealth Advisors
Virginia
$35M +$2.58M +116,823 +8%
KCM
19
Kathmere Capital Management
Pennsylvania
$32.9M +$2.75M +124,838 +9%
RW
20
RVW Wealth
California
$26.4M +$2.05M +92,958 +8%
VVP
21
Venture Visionary Partners
Ohio
$25.6M +$13.2M +600,041 +106%
US Bancorp
22
US Bancorp
Minnesota
$25.5M +$1.02M +46,313 +4%
NA
23
NewEdge Advisors
Louisiana
$25.1M +$309K +13,996 +1%
WIC
24
Woodmont Investment Counsel
Tennessee
$23.3M +$2.44M +110,458 +12%
Stifel Financial
25
Stifel Financial
Missouri
$23.2M +$2.27M +102,804 +11%