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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
$29.9M +$904K +36,497 +3%
SL
2
Summitry LLC
California
$25.4M +$355K +14,353 +1%
AUB
3
Atlantic Union Bankshares
Virginia
$20.6M -$7.23M -291,845 -26%
KF
4
Krilogy Financial
Missouri
$18.8M +$799K +32,282 +5%
UBS Group
5
UBS Group
Switzerland
$14.5M +$53.5K +2,160 +0.4%
Wells Fargo
6
Wells Fargo
California
$10.1M -$69.9K -2,824 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$7.34M +$224K +9,040 +3%
EC
8
Estate Counselors
Wisconsin
$3.88M -$7.63K -308 -0.2%
RJA
9
Raymond James & Associates
Florida
$2.81M +$88.2K +3,564 +3%
PA
10
Probity Advisors
Texas
$2.55M +$300K +12,112 +14%
AWP
11
Accretive Wealth Partners
New Jersey
$2.46M +$40.2K +1,625 +2%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.17M +$43.9K +1,774 +2%
Stifel Financial
13
Stifel Financial
Missouri
$1.65M +$90.3K +3,646 +6%
Jane Street
14
Jane Street
New York
$1.63M +$1.61M +64,972 New
FA
15
Fagan Associates
New York
$1.62M +$420K +16,960 +36%
SCA
16
Snowden Capital Advisors
New York
$1.58M +$49.4K +1,995 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.18M +$211K +8,511 +22%
NC
18
NovaPoint Capital
Georgia
$795K +$746K +30,114 New
MBTD
19
Mechanics Bank - Trust Department
California
$766K – – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$701K +$30.4K +1,226 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$700K +$6.73K +272 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$615K +$23K +928 +4%
KAS
23
Kestra Advisory Services
Texas
$489K +$6.71K +271 +1%
SFS
24
Sowell Financial Services
Arkansas
$465K -$53K -2,140 -10%
BEI
25
Benjamin Edwards Inc
Missouri
$444K +$392K +15,844 +865%
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