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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.7M +$200K +8,383 +0.7%
AUB
2
Atlantic Union Bankshares
Virginia
$26.7M +$5.85M +245,586 +28%
SL
3
Summitry LLC
California
$24M +$23.8M +999,173 New
KF
4
Krilogy Financial
Missouri
$17.2M +$749K +31,437 +5%
UBS Group
5
UBS Group
Switzerland
$13.8M -$1.16M -48,731 -8%
Wells Fargo
6
Wells Fargo
California
$9.73M +$209K +8,767 +2%
Morgan Stanley
7
Morgan Stanley
New York
$6.8M +$17.4K +730 +0.3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.63M +$128K +5,380 +2%
EC
9
Estate Counselors
Wisconsin
$3.72M +$3.69M +154,810 New
Goldman Sachs
10
Goldman Sachs
New York
$3.57M +$869K +36,471 +32%
RJA
11
Raymond James & Associates
Florida
$2.6M +$165K +6,910 +7%
AWP
12
Accretive Wealth Partners
New Jersey
$2.31M +$28.6K +1,203 +1%
PA
13
Probity Advisors
Texas
$2.15M +$443K +18,600 +26%
APP
14
Avantax Planning Partners
Iowa
$2.12M -$1.28M -53,682 -38%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.04M +$2.02M +84,923 New
Stifel Financial
16
Stifel Financial
Missouri
$1.49M +$105K +4,411 +8%
SCA
17
Snowden Capital Advisors
New York
$1.46M -$81.8K -3,435 -5%
ECM
18
Exchange Capital Management
Michigan
$1.18M – – –
FA
19
Fagan Associates
New York
$1.14M +$591K +24,835 +109%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$924K +$207K +8,674 +29%
MBTD
21
Mechanics Bank - Trust Department
California
$732K +$226K +9,500 +45%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$663K +$76.9K +3,230 +13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$641K +$225K +9,428 +55%
Osaic Holdings
24
Osaic Holdings
Arizona
$566K +$505K +21,227 +905%
MA
25
Mutual Advisors
Nebraska
$513K +$501K +21,040 New
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