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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
CGN Advisors
Kansas
$488K -$39.6K -1,817 -8%
APFP
227
Action Point Financial Planning
Michigan
$472K +$473K +21,667 New
AWA
228
Arkadios Wealth Advisors
Georgia
$468K -$2.23K -102 -0.5%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$465K +$5.78K +265 +1%
CFSG
230
Community Financial Services Group
Vermont
$448K +$450K +20,635 New
MFWP
231
Mosaic Family Wealth Partners
Missouri
$442K +$87.5K +4,012 +25%
AWAU
232
Alliance Wealth Advisors (Utah)
Utah
$442K -$113K -5,185 -20%
CSP
233
Cary Street Partners
Virginia
$442K
BC
234
Barrett & Company
Rhode Island
$438K +$240K +11,020 +121%
AWMG
235
ADG Wealth Management Group
Louisiana
$436K +$436K +20,000 New
PP
236
Prosperity Planning
Missouri
$431K
CT
237
Clearstead Trust
Maine
$426K
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$418K +$4.56K +209 +1%
SQA
239
Simon Quick Advisors
New Jersey
$412K
KNW
240
Kesler Norman & Wride
Utah
$410K +$72.8K +3,335 +22%
NGA
241
Naples Global Advisors
Florida
$410K -$14.8K -680 -3%
PMG
242
ProVise Management Group
Florida
$409K +$111K +5,094 +37%
Truist Financial
243
Truist Financial
North Carolina
$400K +$2.6K +119 +0.7%
ACM
244
Advance Capital Management
Michigan
$395K +$3.6K +165 +0.9%
MC
245
Moors & Cabot
Massachusetts
$388K +$48.3K +2,212 +14%
MA
246
Mutual Advisors
Nebraska
$384K +$9.12K +418 +2%
AT
247
American Trust
Kentucky
$377K
QP
248
Quartz Partners
New York
$371K +$371K +17,028 New
YWM
249
Yoder Wealth Management
California
$368K
FMWA
250
Forvis Mazars Wealth Advisors
Missouri
$360K