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IBCA

iShares iBonds Dec 2035 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
51
COWA LLC
Oklahoma
$505K +$504K +19,700 New
ASN
52
Advisory Services Network
Georgia
$501K +$70.2K +2,741 +16%
APFP
53
Action Point Financial Planning
Michigan
$490K +$489K +19,116 New
VA
54
Valmark Advisers
Ohio
$430K +$25.6K +1,001 +6%
Creative Planning
55
Creative Planning
Kansas
$421K +$25K +976 +6%
BPA
56
Beacon Pointe Advisors
California
$359K +$37.3K +1,456 +12%
RWP
57
Reliant Wealth Planning
Kentucky
$348K -$40.1K -1,567 -10%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$347K -$11.4K -445 -3%
UCFA
59
United Capital Financial Advisors
Texas
$339K +$62.2K +2,428 +22%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$314K +$39.4K +1,539 +14%
AI
61
Atria Investments
North Carolina
$300K -$5.32K -208 -2%
DP
62
Dearborn Partners
Illinois
$298K -$232K -9,065 -44%
Truist Financial
63
Truist Financial
North Carolina
$283K
BAM
64
Belpointe Asset Management
Nevada
$282K +$282K +11,025 New
QFA
65
Quantum Financial Advisors
California
$272K +$36.3K +1,420 +15%
MA
66
Mutual Advisors
Nebraska
$261K +$24.9K +974 +11%
SVWA
67
Sarver Vrooman Wealth Advisors
Missouri
$258K
Wells Fargo
68
Wells Fargo
California
$256K +$16.8K +655 +7%
AWA
69
Arkadios Wealth Advisors
Georgia
$256K
CFO
70
CVA Family Office
Colorado
$243K
FBB
71
Fulton Breakefield Broenniman
Maryland
$238K +$237K +9,275 New
RBC
72
Romano Brothers & Co
Illinois
$237K +$237K +9,242 New
SCA
73
Snowden Capital Advisors
New York
$234K
GCA
74
Gradient Capital Advisors
California
$224K +$224K +8,733 New
FNT
75
First National Trust
Pennsylvania
$210K -$8.78K -343 -4%