ISHARES TR

Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MERCER GLOBAL ADVISORS INC /ADV2,092,664$53,218
BANK OF AMERICA CORP /DE/1,348,304$34,287
Clearstead Advisors, LLC952,366$24,219
HighTower Advisors, LLC745,806$18,966
LBMC INVESTMENT ADVISORS, LLC419,412$10,666
WELLS FARGO & COMPANY/MN391,318$9,951
US BANCORP \DE\384,855$9,787
UBS Group AG298,545$7,592
Kathmere Capital Management, LLC279,534$7,109
Covington Investment Advisors Inc.238,975$6
RAYMOND JAMES FINANCIAL INC238,000$6,052
Praetorian Wealth Management, Inc.205,521$5,226
LPL Financial LLC194,635$4,950
HOWLAND CAPITAL MANAGEMENT LLC167,451$4,258
STIFEL FINANCIAL CORP163,597$4,160
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC153,627$3,907
Summit Financial, LLC153,538$3,904
CENTRAL TRUST Co144,285$3,669
MORGAN STANLEY136,578$3,473
UNITED CAPITAL FINANCIAL ADVISORS, LLC130,319$3,314
FULTON BREAKEFIELD BROENNIMAN LLC130,223$3,048
COLDSTREAM CAPITAL MANAGEMENT INC126,526$3,218
Cypress Point Wealth Management, LLC119,718$3,044
Lido Advisors, LLC107,081$2,732
Integrated Wealth Concepts LLC104,056$2,646
WOODMONT INVESTMENT COUNSEL LLC101,176$2,573
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO101,044$2,570
Parkway Wealth Management Group, LLC91,917$2,337
LEAVELL INVESTMENT MANAGEMENT, INC.87,574$2,227
NewEdge Advisors, LLC85,690$2,179
CONFLUENCE INVESTMENT MANAGEMENT LLC81,442$2,071
Sound View Wealth Advisors Group, LLC74,015$1,882
BENJAMIN EDWARDS INC73,432$1,867
ROYAL BANK OF CANADA73,014$1,856
Ellis Investment Partners, LLC70,043$1,781
Atlantic Union Bankshares Corp67,081$1,706
Kestra Advisory Services, LLC66,733$1,697
ASSETMARK, INC66,339$1,687
Valmark Advisers, Inc.65,722$1,671
JANE STREET GROUP, LLC64,124$1,631
Granite Harbor Advisors, Inc.61,038$1,552
FF Advisors,LLC56,057$1,426
COMMONWEALTH EQUITY SERVICES, LLC53,087$1,350
Hills Bank & Trust Co52,032$1,323
RIA Advisory Group LLC51,479$1,309
SENTINEL PENSION ADVISORS INC50,847$1,293
PSI Advisors, LLC50,800$1,292
Envision Financial Planning, LLC46,156$1,174
SPINNAKER TRUST45,271$1,151
Capital Investment Advisors, LLC44,461$1,131
Helen Stephens Group, LLC43,233$1,099
GC Wealth Management RIA, LLC42,988$1,093
Cyndeo Wealth Partners, LLC42,049$1,069
Rossmore Private Capital38,716$985
OSAIC HOLDINGS, INC.38,489$979
TRUE Private Wealth Advisors36,436$927
JAMES INVESTMENT RESEARCH INC33,371$849
Roof Eidam Maycock Peralta, LLC33,100$842
Brookstone Capital Management32,922$837
Mariner, LLC32,205$819
Cetera Investment Advisers32,017$814
PHILLIPS FINANCIAL MANAGEMENT, LLC31,792$808
OneDigital Investment Advisors LLC31,758$808
Signature Wealth Management Group31,758$808
Godshalk Welsh Capital Management, Inc.31,300$796
Snowden Capital Advisors LLC31,000$788
BLUE SQUARE ASSET MANAGEMENT, LLC30,512$776
Financial Advisory Corp30,453$774
Elequin Capital, LP30,406$773
Rockefeller Capital Management L.P.29,679$755
Beacon Pointe Advisors, LLC29,009$738
CFS Investment Advisory Services, LLC28,920$735
Cambridge Investment Research Advisors, Inc.26,848$1
PGIM Custom Harvest LLC24,971$635
IFP Advisors, Inc24,900$633
CWM, LLC23,251$1
Parallel Advisors, LLC23,161$589
Newman Dignan & Sheerar, Inc.22,342$568
PFG Private Wealth Management, LLC20,633$525
Prime Capital Investment Advisors, LLC20,497$521
10Elms LLP20,400$519
Creative Planning19,743$502
SMITH, MOORE & CO.18,538$471
MEMBERS WEALTH LLC18,240$467
Crews Bank & Trust18,125$461
Paradigm, Strategies in Wealth Management, LLC17,548$446
Leo Wealth, LLC15,524$395
Klingman & Associates, LLC15,170$386
Financial Engines Advisors L.L.C.15,059$383
Trust Co13,816$351
Archford Capital Strategies, LLC12,790$325
Atwater Malick LLC12,787$325
GOLDMAN SACHS GROUP INC12,736$324
Private Advisor Group, LLC12,532$319
Freestone Capital Holdings, LLC11,700$298
PARK AVENUE SECURITIES LLC11,516$0
EP Wealth Advisors, LLC10,020$255
Segment Wealth Management, LLC9,720$247
Cornell Pochily Investment Advisors, Inc.8,895$226
CARY STREET PARTNERS FINANCIAL LLC8,686$221
18 other institutions57,995$1,475
Total (118 institutions)12,377,764$306,880