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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
$80.3M +$4.62M +176,850 +6%
Morgan Stanley
2
Morgan Stanley
New York
$58.5M +$7.04M +269,846 +14%
SF
3
Summit Financial
New Jersey
$52.7M +$2.26M +86,500 +4%
FIB
4
First Interstate Bank
Montana
$50.2M +$990K +37,912 +2%
Bank of America
5
Bank of America
North Carolina
$50M +$3.78M +144,791 +8%
SIC
6
Sigma Investment Counselors
Michigan
$35.8M +$2.57M +98,555 +8%
SL
7
Summitry LLC
California
$26.5M +$66.8K +2,557 +0.3%
MCM
8
MV Capital Management
Maryland
$24.2M +$3.13M +119,921 +15%
EFP
9
Envision Financial Planning
Tennessee
$21.7M +$1.3M +49,816 +6%
US Bancorp
10
US Bancorp
Minnesota
$20.8M +$971K +37,182 +5%
Ameriprise
11
Ameriprise
Minnesota
$17.3M +$1.96M +75,198 +13%
Wells Fargo
12
Wells Fargo
California
$16.7M -$2.38M -91,330 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
$16.1M +$2.19M +83,877 +16%
AF
14
Arrow Financial
New York
$15.2M +$885K +33,899 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$14.4M +$1.91M +73,302 +15%
UBS Group
16
UBS Group
Switzerland
$13.8M +$906K +34,709 +7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$13.2M +$183K +7,020 +1%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.7M +$207K +7,940 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.9M +$899K +34,419 +9%
IW
20
Instrumental Wealth
Florida
$10.8M +$72.3K +2,768 +0.7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$10M +$762K +29,179 +8%
LPL Financial
22
LPL Financial
California
$9.38M +$6.76M +258,924 +249%
Jane Street
23
Jane Street
New York
$8.62M +$8.71M +333,588 New
KAS
24
Kestra Advisory Services
Texas
$8.61M +$1.63M +62,386 +23%
Mariner
25
Mariner
Kansas
$7.66M +$214K +8,204 +3%
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