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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$43.8M +$7.89M +385,993 +22%
ACA
2
Aptus Capital Advisors
Alabama
$39.5M +$13.5M +662,612 +52%
Morgan Stanley
3
Morgan Stanley
New York
$36.4M +$3.8M +185,939 +12%
CIA
4
Capital Investment Advisors
Georgia
$33.1M +$9.13M +446,406 +38%
VVP
5
Venture Visionary Partners
Ohio
$31.6M +$7.76M +379,670 +33%
GA
6
Gateway Advisory
New Jersey
$30.3M +$1.46M +71,434 +5%
Wells Fargo
7
Wells Fargo
California
$28.4M +$12.7M +621,335 +81%
NA
8
NewEdge Advisors
Louisiana
$23.7M +$1.37M +67,012 +6%
SIC
9
Sigma Investment Counselors
Michigan
$22.1M +$6.53M +319,405 +42%
SL
10
Summitry LLC
California
$21.8M +$565K +27,627 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$21.5M -$19.8M -970,657 -48%
UBS Group
12
UBS Group
Switzerland
$18.8M +$1.62M +79,202 +9%
Lido Advisors
13
Lido Advisors
California
$17.8M -$942K -46,087 -5%
AF
14
Arrow Financial
New York
$13.4M +$445K +21,761 +3%
BMM
15
Buffington Mohr McNeal
Idaho
$12.4M +$1.27M +62,103 +11%
EFP
16
Envision Financial Planning
Tennessee
$12.3M +$921K +45,034 +8%
MLA
17
MB, Levis & Associates
Pennsylvania
$12.1M +$262K +12,825 +2%
KA
18
Klingman & Associates
New York
$11.6M +$2.97M +145,395 +35%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.5M +$999K +48,881 +10%
ACM
20
Advisors Capital Management
New Jersey
$11.1M +$11.1M +542,300 New
MCM
21
MV Capital Management
Maryland
$9.64M +$7.43M +363,422 +340%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.24M +$3.44M +168,230 +60%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$8.95M +$2.06M +100,561 +30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.93M -$226K -11,044 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.96M +$817K +39,968 +16%