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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$77M +$2.75M +131,784 +4%
ACA
2
Aptus Capital Advisors
Alabama
$75.3M +$20.4M +977,550 +38%
CIA
3
Capital Investment Advisors
Georgia
$46.7M +$6M +287,864 +15%
Bank of America
4
Bank of America
North Carolina
$46M +$3.41M +163,355 +8%
Morgan Stanley
5
Morgan Stanley
New York
$45.8M +$4.73M +227,061 +12%
VVP
6
Venture Visionary Partners
Ohio
$41.2M +$5.48M +263,039 +16%
GA
7
Gateway Advisory
New Jersey
$34.3M +$1.1M +53,010 +3%
SIC
8
Sigma Investment Counselors
Michigan
$29M +$2.6M +124,713 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$27.6M +$5.93M +284,545 +28%
UBS Group
10
UBS Group
Switzerland
$20M +$1.68M +80,553 +9%
NA
11
NewEdge Advisors
Louisiana
$19.6M -$3.94M -188,887 -17%
KA
12
Klingman & Associates
New York
$16.4M +$2.4M +115,353 +18%
Lido Advisors
13
Lido Advisors
California
$15.3M -$2.11M -100,985 -12%
AF
14
Arrow Financial
New York
$14.4M +$183K +8,771 +1%
EFP
15
Envision Financial Planning
Tennessee
$14M +$512K +24,582 +4%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$13.8M +$3.08M +147,923 +29%
BMM
17
Buffington Mohr McNeal
Idaho
$13.6M +$518K +24,837 +4%
US Bancorp
18
US Bancorp
Minnesota
$13.6M +$6.11M +293,163 +85%
ACM
19
Advisors Capital Management
New Jersey
$13.4M +$600K +28,760 +5%
SL
20
Summitry LLC
California
$13.1M +$94.3K +4,524 +0.7%
MLA
21
MB, Levis & Associates
Pennsylvania
$13.1M +$210K +10,076 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$13M +$818K +39,235 +7%
MCM
23
MV Capital Management
Maryland
$11.8M +$990K +47,505 +9%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.9M +$5.64M +270,453 +111%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.9M -$8.73K -419 -0.1%