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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
$48M +$10M +514,069 +26%
AP
2
Atwood & Palmer
Missouri
$20.7M +$1.15M +59,237 +6%
Bank of America
3
Bank of America
North Carolina
$20.1M +$7.41M +380,839 +57%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.6M +$292K +15,009 +3%
WIM
5
Waycross Investment Management
Washington
$10.5M +$101K +5,206 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$9.7M +$9.84M +505,551 New
LPT
7
Legacy Private Trust
Wisconsin
$8.14M +$1.05M +53,841 +15%
CIM
8
Confluence Investment Management
Missouri
$7.67M +$120K +6,164 +2%
PA
9
Probity Advisors
Texas
$7.49M +$1.63M +83,577 +27%
KF
10
Krilogy Financial
Missouri
$6.56M +$309K +15,878 +5%
UBS Group
11
UBS Group
Switzerland
$5.29M -$388K -19,914 -7%
TC
12
Trust Company
Kansas
$5.28M +$106K +5,426 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.24M +$372K +19,133 +8%
DADC
14
D.A. Davidson & Co
Montana
$5.22M +$578K +29,684 +12%
LPL Financial
15
LPL Financial
California
$4.17M +$1.24M +63,792 +42%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.93M +$116K +5,984 +3%
SWM
17
Stockman Wealth Management
Montana
$3.41M +$413K +21,206 +14%
CTC
18
Central Trust Company
Missouri
$2.89M +$373K +19,191 +15%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.63M +$511K +26,235 +24%
AWP
20
Accretive Wealth Partners
New Jersey
$2.37M +$29.1K +1,496 +1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.34M +$2.37M +121,819 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.31M +$49.8K +2,557 +2%
IA
23
IFP Advisors
Florida
$2.29M -$40.6K -2,086 -2%
Ameriprise
24
Ameriprise
Minnesota
$2.26M -$164K -8,438 -7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.19M +$224K +11,524 +11%