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iShares iBonds Dec 2033 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$85M +$4.98M +193,116 +6%
Morgan Stanley
2
Morgan Stanley
New York
$60.2M +$1.94M +75,234 +3%
Bank of America
3
Bank of America
North Carolina
$55.2M +$5.4M +209,408 +11%
CAI
4
Capital Advisors Inc
Oklahoma
$48.9M +$49M +1,901,100 New
SIC
5
Sigma Investment Counselors
Michigan
$38.1M +$2.41M +93,397 +7%
SF
6
Summit Financial
New Jersey
$29.4M -$23.1M -895,423 -44%
SL
7
Summitry LLC
California
$26.8M +$443K +17,177 +2%
MCM
8
MV Capital Management
Maryland
$24.3M +$197K +7,628 +0.8%
US Bancorp
9
US Bancorp
Minnesota
$22.2M +$1.54M +59,815 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$19M +$2.98M +115,572 +19%
Raymond James Financial
11
Raymond James Financial
Florida
$19M +$4.69M +182,030 +33%
EFP
12
Envision Financial Planning
Tennessee
$19M -$2.59M -100,614 -12%
Ameriprise
13
Ameriprise
Minnesota
$18.5M +$1.24M +48,018 +7%
Wells Fargo
14
Wells Fargo
California
$17.5M +$884K +34,302 +5%
UBS Group
15
UBS Group
Switzerland
$15.9M +$2.13M +82,446 +15%
AF
16
Arrow Financial
New York
$15.7M +$522K +20,264 +3%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$13.3M +$189K +7,346 +1%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.8M +$136K +5,267 +1%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$12.6M +$11.7M +453,374 +1,218%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$11.2M +$302K +11,709 +3%
IW
21
Instrumental Wealth
Florida
$10.8M +$45.2K +1,752 +0.4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$10.7M +$706K +27,378 +7%
LPL Financial
23
LPL Financial
California
$10M +$673K +26,085 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.59M +$2.61M +101,339 +37%
KAS
25
Kestra Advisory Services
Texas
$8.63M +$54.2K +2,103 +0.6%