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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
226
Baird Financial Group
Wisconsin
$489K +$113K +5,179 +30%
CA
227
CGN Advisors
Kansas
$488K -$39.6K -1,817 -8%
APFP
228
Action Point Financial Planning
Michigan
$472K +$473K +21,667 New
AWA
229
Arkadios Wealth Advisors
Georgia
$468K -$2.23K -102 -0.5%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$465K +$5.78K +265 +1%
CFSG
231
Community Financial Services Group
Vermont
$448K +$450K +20,635 New
MFWP
232
Mosaic Family Wealth Partners
Missouri
$442K +$87.5K +4,012 +25%
AWAU
233
Alliance Wealth Advisors (Utah)
Utah
$442K -$113K -5,185 -20%
CSP
234
Cary Street Partners
Virginia
$442K – – –
BC
235
Barrett & Company
Rhode Island
$438K +$240K +11,020 +121%
AWMG
236
ADG Wealth Management Group
Louisiana
$436K +$436K +20,000 New
PP
237
Prosperity Planning
Missouri
$431K – – –
CT
238
Clearstead Trust
Maine
$426K – – –
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$418K +$4.56K +209 +1%
SQA
240
Simon Quick Advisors
New Jersey
$412K – – –
KNW
241
Kesler Norman & Wride
Utah
$410K +$72.8K +3,335 +22%
NGA
242
Naples Global Advisors
Florida
$410K -$14.8K -680 -3%
PMG
243
ProVise Management Group
Florida
$409K +$111K +5,094 +37%
Truist Financial
244
Truist Financial
North Carolina
$400K +$2.6K +119 +0.7%
ACM
245
Advance Capital Management
Michigan
$395K +$3.6K +165 +0.9%
MC
246
Moors & Cabot
Massachusetts
$388K +$48.3K +2,212 +14%
MA
247
Mutual Advisors
Nebraska
$384K +$9.12K +418 +2%
AT
248
American Trust
Kentucky
$377K – – –
QP
249
Quartz Partners
New York
$371K +$371K +17,028 New
YWM
250
Yoder Wealth Management
California
$368K – – –