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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
251
Robertson Stephens Wealth Management
California
$271K +$272K +12,300 New
MC
252
Moors & Cabot
Massachusetts
$260K +$47.5K +2,146 +22%
APW
253
Austin Private Wealth
Texas
$258K +$25.1K +1,133 +11%
VHAM
254
Van Hulzen Asset Management
California
$252K +$252K +11,401 New
AWM
255
Alterna Wealth Management
Texas
$249K +$250K +11,284 New
CPIG
256
Chicago Partners Investment Group
Illinois
$249K – – –
AA
257
Addison Advisors
Vermont
$248K – – –
GHA
258
Granite Harbor Advisors
Texas
$244K -$656K -29,680 -73%
SVWA
259
Sarver Vrooman Wealth Advisors
Missouri
$242K +$39.3K +1,778 +19%
CSIA
260
Conrad Siegel Investment Advisors
Pennsylvania
$241K +$241K +10,904 New
DAS
261
Diversify Advisory Services
Utah
$239K +$7.01K +317 +3%
FAL
262
Focused Alpha LLC
Colorado
$239K +$239K +10,819 New
SWP
263
Summit Wealth Partners
Florida
$216K – – –
Barclays
264
Barclays
United Kingdom
$216K +$216K +9,789 New
MFWP
265
Mosaic Family Wealth Partners
Missouri
$216K +$3.23K +146 +2%
SIAP
266
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$213K +$214K +9,660 New
ML
267
MLP3 LLC
New Jersey
$210K +$210K +9,518 New
SC
268
Scotia Capital
Ontario, Canada
$210K – – –
SPWG
269
Syntegra Private Wealth Group
Missouri
$208K – – –
FFG
270
Frisch Financial Group
New York
$205K -$28.8K -1,302 -12%
BC
271
Barrett & Company
Rhode Island
$201K +$88.5K +4,000 +79%
PWA
272
Provenance Wealth Advisors
Florida
$180K -$289K -13,079 -62%
BCPWM
273
Bradley & Co Private Wealth Management
Florida
$176K -$28.7K -1,297 -14%
TC
274
Trust Company
Kansas
$168K +$22 +1 +0%
SPIA
275
Steward Partners Investment Advisory
New York
$153K – – –