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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$146M +$11M +523,702 +8%
Morgan Stanley
2
Morgan Stanley
New York
$85.6M +$22.9M +1,085,261 +37%
Bank of America
3
Bank of America
North Carolina
$77.3M +$17.6M +834,257 +30%
CIA
4
Capital Investment Advisors
Georgia
$72.3M +$5.74M +272,570 +9%
CAI
5
Capital Advisors Inc
Oklahoma
$63.5M +$63M +2,991,693 New
VVP
6
Venture Visionary Partners
Ohio
$52.3M +$1.7M +80,524 +3%
SVWA
7
Sarver Vrooman Wealth Advisors
Missouri
$46.3M +$618K +29,327 +1%
Wells Fargo
8
Wells Fargo
California
$44.6M +$4.84M +229,703 +12%
Ameriprise
9
Ameriprise
Minnesota
$44.1M +$10.8M +511,560 +33%
Raymond James Financial
10
Raymond James Financial
Florida
$40.1M +$13.3M +630,126 +50%
SF
11
Summit Financial
New Jersey
$36.9M +$36.6M +1,739,411 New
SIC
12
Sigma Investment Counselors
Michigan
$35.9M +$1.49M +70,971 +4%
ACM
13
Advisors Capital Management
New Jersey
$33.4M +$2.5M +118,681 +8%
SL
14
Summitry LLC
California
$32.1M +$379K +17,984 +1%
UBS Group
15
UBS Group
Switzerland
$30.3M +$3.8M +180,222 +14%
KA
16
Klingman & Associates
New York
$30.1M +$2.28M +108,483 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.8M +$3.04M +144,496 +12%
NA
18
NewEdge Advisors
Louisiana
$24.1M +$5.53M +262,710 +30%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$20.2M +$1.45M +68,818 +8%
VBFG
20
Vishria Bird Financial Group
Tennessee
$19.4M +$19.2M +912,481 New
HighTower Advisors
21
HighTower Advisors
Illinois
$18.5M +$611K +28,995 +3%
EFP
22
Envision Financial Planning
Tennessee
$18M +$2.57M +122,079 +17%
US Bancorp
23
US Bancorp
Minnesota
$17M -$170K -8,084 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$17M +$2.21M +105,146 +15%
MCM
25
MV Capital Management
Maryland
$16M +$1.02M +48,612 +7%