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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$39.6M +$23.7M +1,162,777 +154%
ACA
2
Aptus Capital Advisors
Alabama
$34.7M +$9.89M +484,877 +41%
SL
3
Summitry LLC
California
$28.7M +$28.3M +1,388,922 New
Bank of America
4
Bank of America
North Carolina
$20.5M +$3.93M +192,445 +24%
Lido Advisors
5
Lido Advisors
California
$19.3M +$19.1M +935,389 New
UBS Group
6
UBS Group
Switzerland
$10.6M +$10.3M +504,157 +5,749%
MLA
7
MB, Levis & Associates
Pennsylvania
$9.26M +$867K +42,498 +10%
SIC
8
Sigma Investment Counselors
Michigan
$9.23M +$9.12M +447,105 New
VVP
9
Venture Visionary Partners
Ohio
$7.64M +$3.75M +183,703 +99%
AF
10
Arrow Financial
New York
$7.3M +$1.3M +63,705 +22%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$7.23M +$7.14M +350,111 New
Morgan Stanley
12
Morgan Stanley
New York
$5.88M +$690K +33,820 +13%
KF
13
Krilogy Financial
Missouri
$3.89M +$2.43M +119,212 +172%
4FG
14
4Thought Financial Group
New York
$3.81M +$67.8K +3,320 +2%
CA
15
CGN Advisors
Kansas
$3.17M +$85.5K +4,192 +3%
Jane Street
16
Jane Street
New York
$3.06M +$2.1M +103,039 +228%
CIA
17
Capital Investment Advisors
Georgia
$2.8M +$1M +49,236 +57%
KAS
18
Kestra Advisory Services
Texas
$2.76M -$4.88M -238,974 -64%
SWMG
19
Signature Wealth Management Group
Georgia
$2.46M +$407K +19,938 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.28M +$370K +18,124 +20%
Invesco
21
Invesco
Georgia
$2.23M -$971K -47,599 -31%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.22M +$54.5K +2,671 +3%
Wells Fargo
23
Wells Fargo
California
$1.76M +$685K +33,571 +65%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.47M +$13.2K +646 +0.9%
SSB
25
Sandy Spring Bank
Maryland
$1.44M +$799K +39,170 +128%