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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
251
Forvis Mazars Wealth Advisors
Missouri
$360K – – –
XPN
252
XY Planning Network
Montana
$357K +$357K +16,357 New
STA
253
Summit Trail Advisors
New York
$356K +$357K +16,350 New
SPWM
254
Straight Path Wealth Management
Michigan
$348K – – –
4WM
255
4J Wealth Management
Virginia
$346K – – –
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$346K -$654 -30 -0.2%
AWP
257
Accretive Wealth Partners
New Jersey
$345K – – –
VWM
258
Valley Wealth Managers
New Jersey
$343K +$86.4K +3,960 +34%
FAL
259
Focused Alpha LLC
Colorado
$342K +$4.73K +217 +1%
1WM
260
1900 Wealth Management
Texas
$340K – – –
EW
261
Element Wealth
Mississippi
$337K +$3.51K +161 +1%
RSWA
262
Robinson Smith Wealth Advisors
Maine
$332K +$13.2K +606 +4%
AO
263
Advisor OS
Illinois
$330K +$45.5K +2,086 +16%
AWE
264
Avidian Wealth Enterprises
Texas
$330K +$36.8K +1,686 +13%
Goldman Sachs
265
Goldman Sachs
New York
$329K +$330K +15,108 New
MWA
266
Midland Wealth Advisors
Illinois
$328K -$16.7K -764 -5%
PJSIMP
267
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K – – –
JBA
268
Johnson Bixby & Associates
Washington
$320K +$2.75K +126 +0.9%
CF
269
Cyr Financial
Illinois
$318K +$7.16K +328 +2%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$313K – – –
TFS
271
Thoroughbred Financial Services
Tennessee
$298K -$9.6K -440 -3%
S
272
SignatureFD
Georgia
$292K +$50.1K +2,296 +21%
NL
273
NWAM LLC
Washington
$285K +$2.33K +107 +0.8%
RSWM
274
Robertson Stephens Wealth Management
California
$280K +$12.1K +553 +4%
HC
275
Hurley Capital
New York
$276K +$3.12K +143 +1%