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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
226
Syntegra Private Wealth Group
Missouri
$209K – – –
BCPWM
227
Bradley & Co Private Wealth Management
Florida
$205K – – –
AWP
228
Accretive Wealth Partners
New Jersey
$204K – – –
SVWA
229
Sarver Vrooman Wealth Advisors
Missouri
$203K -$836 -38 -0.4%
TC
230
Trust Company
Kansas
$169K – – –
BBHC
231
Brown Brothers Harriman & Co
New York
$163K – – –
SPIA
232
Steward Partners Investment Advisory
New York
$154K +$5.96K +271 +4%
KHC
233
Koesten Hirschmann & Crabtree
Kansas
$152K – – –
HI
234
Harbour Investments
Wisconsin
$141K +$1.61K +73 +1%
JFG
235
JDM Financial Group
Texas
$141K +$140K +6,370 New
BWL
236
Bogart Wealth LLC
Virginia
$136K – – –
S
237
SignatureFD
Georgia
$135K +$134K +6,077 New
SHIM
238
Stone House Investment Management
Pennsylvania
$127K – – –
PGAM
239
Princeton Global Asset Management
New Jersey
$121K +$13.5K +612 +13%
BC
240
Barrett & Company
Rhode Island
$113K +$66K +3,000 +144%
CFO
241
CVA Family Office
Colorado
$101K – – –
AA
242
Ancora Advisors
Ohio
$90.9K – – –
PFM
243
Phillips Financial Management
Indiana
$89.7K – – –
BOJHT
244
Bank of Jackson Hole Trust
Wyoming
$87K -$12.2K -555 -12%
CB
245
CNB Bank
Pennsylvania
$64.3K +$63.9K +2,905 New
PWA
246
Physician Wealth Advisors
Utah
$54.7K – – –
UCB
247
United Community Bank
South Carolina
$50.3K – – –
BCWM
248
Bartlett & Co Wealth Management
Ohio
$44.3K – – –
PTC
249
Private Trust Company
Ohio
$31.5K – – –
PS
250
Principal Securities
Iowa
$30.9K +$8.14K +370 +36%
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