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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.9M +$1.6M +80,819 +4%
AP
2
Atwood & Palmer
Missouri
$20.4M +$1.16M +58,486 +6%
Bank of America
3
Bank of America
North Carolina
$13.3M +$737K +37,265 +6%
WIM
4
Waycross Investment Management
Washington
$10.9M +$36K +1,821 +0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.8M +$347K +17,525 +3%
CIM
6
Confluence Investment Management
Missouri
$7.89M -$265K -13,367 -3%
RJA
7
Raymond James & Associates
Florida
$7.43M -$588K -29,694 -7%
LPT
8
Legacy Private Trust
Wisconsin
$7.42M +$396K +19,990 +6%
KF
9
Krilogy Financial
Missouri
$6.53M +$208K +10,504 +3%
PA
10
Probity Advisors
Texas
$6.15M +$730K +36,908 +14%
UBS Group
11
UBS Group
Switzerland
$5.92M +$307K +15,527 +6%
TC
12
Trust Company
Kansas
$5.41M +$5.34M +269,679 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.09M -$7.04K -356 -0.1%
DADC
14
D.A. Davidson & Co
Montana
$4.85M +$2.14M +107,923 +80%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.98M +$490K +24,748 +14%
SWM
16
Stockman Wealth Management
Montana
$3.14M +$516K +26,057 +20%
LPL Financial
17
LPL Financial
California
$3.08M -$51.5K -2,604 -2%
CTC
18
Central Trust Company
Missouri
$2.63M +$150K +7,565 +6%
Ameriprise
19
Ameriprise
Minnesota
$2.53M +$11.5K +582 +0.5%
AWP
20
Accretive Wealth Partners
New Jersey
$2.44M +$40.7K +2,055 +2%
IA
21
IFP Advisors
Florida
$2.43M +$1.04M +52,439 +76%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.37M +$46.5K +2,352 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.21M +$20.3K +1,025 +0.9%
CCB
24
Country Club Bank
Missouri
$2.14M +$28.4K +1,435 +1%
APW
25
Atlantic Private Wealth
North Carolina
$2.11M +$221K +11,177 +12%