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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
$58M +$4.92M +194,733 +9%
FIB
2
First Interstate Bank
Montana
$48.8M -$3.77M -149,220 -7%
Bank of America
3
Bank of America
North Carolina
$36.5M +$4.67M +184,854 +15%
SL
4
Summitry LLC
California
$24.4M +$1.01M +39,918 +4%
SIC
5
Sigma Investment Counselors
Michigan
$22.2M +$13.6M +536,105 +162%
Morgan Stanley
6
Morgan Stanley
New York
$22.1M +$2.64M +104,515 +14%
MCM
7
MV Capital Management
Maryland
$20.5M +$1.25M +49,557 +7%
US Bancorp
8
US Bancorp
Minnesota
$17.5M +$2.44M +96,351 +16%
EFP
9
Envision Financial Planning
Tennessee
$16.6M +$414K +16,389 +3%
AF
10
Arrow Financial
New York
$14.6M -$45.2K -1,788 -0.3%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$12.9M +$520K +20,557 +4%
Wells Fargo
12
Wells Fargo
California
$12.8M +$74.8K +2,960 +0.6%
MLA
13
MB, Levis & Associates
Pennsylvania
$11.9M +$93.8K +3,711 +0.8%
PPWM
14
PFG Private Wealth Management
Florida
$10.2M +$10.1M +400,847 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.84M +$5.08M +201,053 +109%
UBS Group
16
UBS Group
Switzerland
$9.78M +$967K +38,228 +11%
IW
17
Instrumental Wealth
Florida
$9.06M +$58.1K +2,296 +0.6%
CIM
18
Confluence Investment Management
Missouri
$7.89M -$67.4K -2,665 -0.9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.21M +$1.04M +41,112 +17%
Raymond James Financial
20
Raymond James Financial
Florida
$6.28M +$1.33M +52,547 +27%
GPA
21
Guidance Point Advisors
Massachusetts
$5.97M +$77.8K +3,078 +1%
KAS
22
Kestra Advisory Services
Texas
$5.77M +$47.3K +1,872 +0.8%
SSB
23
Sandy Spring Bank
Maryland
$5.04M +$485K +19,173 +11%
KF
24
Krilogy Financial
Missouri
$4.98M +$457K +18,077 +10%
Lido Advisors
25
Lido Advisors
California
$4.54M +$622K +24,617 +16%