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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$76.6M +$5.08M +193,950 +7%
Morgan Stanley
2
Morgan Stanley
New York
$52.1M +$12.6M +479,160 +32%
SF
3
Summit Financial
New Jersey
$51M +$2.55M +97,284 +5%
FIB
4
First Interstate Bank
Montana
$49.7M +$279K +10,632 +0.6%
Bank of America
5
Bank of America
North Carolina
$46.7M +$7.27M +277,330 +18%
SIC
6
Sigma Investment Counselors
Michigan
$33.6M +$3.13M +119,405 +10%
SL
7
Summitry LLC
California
$26.7M +$621K +23,683 +2%
MCM
8
MV Capital Management
Maryland
$21.4M +$287K +10,943 +1%
EFP
9
Envision Financial Planning
Tennessee
$20.6M +$18.2K +696 +0.1%
US Bancorp
10
US Bancorp
Minnesota
$20M +$526K +20,069 +3%
Wells Fargo
11
Wells Fargo
California
$19.3M +$1.4M +53,527 +8%
Ameriprise
12
Ameriprise
Minnesota
$15.5M +$1.04M +39,733 +7%
AF
13
Arrow Financial
New York
$14.5M +$119K +4,543 +0.8%
HighTower Advisors
14
HighTower Advisors
Illinois
$14.1M +$5.94M +226,727 +73%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$13.1M +$198K +7,566 +2%
UBS Group
16
UBS Group
Switzerland
$13.1M +$2.48M +94,577 +23%
Raymond James Financial
17
Raymond James Financial
Florida
$12.6M +$5.74M +219,186 +83%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.6M +$118K +4,511 +0.9%
PPWM
19
PFG Private Wealth Management
Florida
$12.1M +$12.1M +463,084 New
IW
20
Instrumental Wealth
Florida
$10.9M +$742K +28,299 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.2M +$397K +15,158 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$9.39M +$660K +25,176 +8%
Mariner
23
Mariner
Kansas
$7.54M +$5.32M +203,002 +238%
KAS
24
Kestra Advisory Services
Texas
$7.07M +$591K +22,562 +9%
GPA
25
Guidance Point Advisors
Massachusetts
$6.93M +$376K +14,364 +6%
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