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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
$42M +$777K +39,457 +2%
Bank of America
2
Bank of America
North Carolina
$36.4M +$5.41M +274,485 +19%
Morgan Stanley
3
Morgan Stanley
New York
$33M +$15.1M +767,248 +93%
GA
4
Gateway Advisory
New Jersey
$29.2M +$27.7M +1,408,234 New
ACA
5
Aptus Capital Advisors
Alabama
$26.3M -$12.7M -645,898 -34%
CIA
6
Capital Investment Advisors
Georgia
$24.3M +$4.97M +252,408 +28%
VVP
7
Venture Visionary Partners
Ohio
$24.1M +$14M +709,813 +157%
NA
8
NewEdge Advisors
Louisiana
$22.5M -$3.97M -201,710 -16%
SL
9
Summitry LLC
California
$21.5M -$18.7M -947,157 -48%
Lido Advisors
10
Lido Advisors
California
$19M -$107K -5,455 -0.6%
UBS Group
11
UBS Group
Switzerland
$17.4M +$1.22M +62,034 +8%
Wells Fargo
12
Wells Fargo
California
$15.9M +$3.69M +187,307 +32%
SIC
13
Sigma Investment Counselors
Michigan
$15.8M +$2.24M +113,937 +18%
AF
14
Arrow Financial
New York
$13.2M +$1.11M +56,436 +10%
MLA
15
MB, Levis & Associates
Pennsylvania
$12M +$667K +33,847 +6%
EFP
16
Envision Financial Planning
Tennessee
$11.6M +$2.27M +115,357 +26%
BMM
17
Buffington Mohr McNeal
Idaho
$11.3M +$6.04M +306,711 +130%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$10.6M +$548K +27,809 +6%
GMFG
19
Greater Midwest Financial Group
Minnesota
$9.02M +$8.55M +434,224 New
KA
20
Klingman & Associates
New York
$8.71M +$4.86M +246,874 +143%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.27M +$5.41M +274,832 +223%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$6.98M +$6.62M +336,036 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.87M +$3.95M +200,364 +243%
SCA
24
Snowden Capital Advisors
New York
$5.8M +$111K +5,645 +2%
PPWM
25
PFG Private Wealth Management
Florida
$5.67M +$5.37M +272,848 New