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iShares iBonds Dec 2033 Term Treasury ETF
IBTO

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GLOBALT Investments
Georgia
$58.7M -$1.6M -66,793 -3%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.5M +$238K +9,937 +0.8%
KF
3
Krilogy Financial
Missouri
$20.9M +$1.5M +62,745 +8%
AUB
4
Atlantic Union Bankshares
Virginia
$17.9M +$531K +22,206 +3%
CIM
5
Confluence Investment Management
Missouri
$17.1M +$16.8M +700,979 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$9.02M +$255K +10,675 +3%
UBS Group
7
UBS Group
Switzerland
$8.43M -$6.06M -253,059 -42%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$8.41M +$8.25M +344,827 New
Morgan Stanley
9
Morgan Stanley
New York
$8.21M +$1.03M +42,962 +15%
Wells Fargo
10
Wells Fargo
California
$7.04M -$2.39M -99,813 -26%
HC
11
Headland Capital
South Carolina
$6.65M +$6.52M +272,453 New
EC
12
Estate Counselors
Wisconsin
$3.87M +$92.6K +3,870 +3%
CCG
13
Chatham Capital Group
Georgia
$3.62M +$3.55M +148,535 New
HighTower Advisors
14
HighTower Advisors
Illinois
$3.61M +$779K +32,547 +28%
PA
15
Probity Advisors
Texas
$3.34M +$271K +11,332 +9%
Truist Financial
16
Truist Financial
North Carolina
$3.21M -$201K -8,418 -6%
AWP
17
Accretive Wealth Partners
New Jersey
$3.05M +$638K +26,675 +27%
Stifel Financial
18
Stifel Financial
Missouri
$2.35M +$699K +29,223 +43%
SCA
19
Snowden Capital Advisors
New York
$2.02M +$286K +11,970 +17%
EH
20
Equitable Holdings
New York
$1.87M +$1.84M +76,724 New
SF
21
Synovus Financial
Georgia
$1.87M +$231K +9,659 +14%
FA
22
Fagan Associates
New York
$1.76M -$35.9K -1,500 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.63M +$67K +2,799 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.56M +$864K +36,116 +138%
Raymond James Financial
25
Raymond James Financial
Florida
$1.45M -$1.05M -43,775 -42%
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