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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$364K +$365K +16,493 New
Bank of New York Mellon
227
Bank of New York Mellon
New York
$355K +$356K +16,077 New
SPWM
228
Straight Path Wealth Management
Michigan
$352K +$75.1K +3,395 +27%
CF
229
Cyr Financial
Illinois
$344K +$345K +15,602 New
GSEP
230
Golden State Equity Partners
California
$344K
MWA
231
Midland Wealth Advisors
Illinois
$339K +$125K +5,657 +58%
4WM
232
4J Wealth Management
Virginia
$335K +$2.21K +100 +0.7%
Comerica Bank
233
Comerica Bank
Texas
$329K +$19.8K +897 +6%
RSWA
234
Robinson Smith Wealth Advisors
Maine
$326K +$44.1K +1,996 +16%
PJSIMP
235
P.J. Schmidt Investment Management (PJS)
Wisconsin
$325K +$30.1K +1,359 +10%
PGAM
236
Princeton Global Asset Management
New Jersey
$322K +$202K +9,148 +168%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$321K +$321K +14,518 New
JBA
238
Johnson Bixby & Associates
Washington
$319K +$4.8K +217 +2%
BCV
239
Banque Cantonale Vaudoise
Switzerland
$308K -$15.9K -717 -5%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$303K +$26.9K +1,215 +10%
AO
241
Advisor OS
Illinois
$303K +$303K +13,709 New
NL
242
NWAM LLC
Washington
$284K +$2.34K +106 +0.8%
EW
243
Element Wealth
Mississippi
$284K +$285K +12,886 New
TWC
244
TD Waterhouse Canada
Ontario, Canada
$283K +$287K +12,962 New
KNW
245
Kesler Norman & Wride
Utah
$282K +$15.4K +698 +6%
AWA
246
Arkadios Wealth Advisors
Georgia
$276K +$29.2K +1,322 +12%
AWP
247
Accretive Wealth Partners
New Jersey
$275K +$72K +3,258 +35%
HC
248
Hurley Capital
New York
$274K +$4.11K +186 +2%
HBT
249
Heartland Bank & Trust
Illinois
$273K +$274K +12,382 New
RSWM
250
Robertson Stephens Wealth Management
California
$271K +$272K +12,300 New