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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
276
Diversify Wealth Management
Utah
$268K +$33.9K +1,553 +14%
DAS
277
Diversify Advisory Services
Utah
$268K +$271K +12,409 New
AGP
278
Autumn Glory Partners
Texas
$266K – – –
SVWA
279
Sarver Vrooman Wealth Advisors
Missouri
$259K – – –
Betterment LLC
280
Betterment LLC
New York
$256K +$40.4K +1,850 +19%
Cerity Partners
281
Cerity Partners
New York
$255K -$17.8K -815 -7%
BMM
282
Berkshire Money Management
Massachusetts
$251K +$251K +11,520 New
RSEWM
283
River's Edge Wealth Management
Pennsylvania
$250K +$41.5K +1,903 +20%
IA
284
IFG Advisory
Georgia
$246K +$247K +11,307 New
SCM
285
Spreng Capital Management
Ohio
$245K +$245K +11,243 New
VT
286
Vise Technologies
New York
$245K +$245K +11,221 New
AWM
287
Apollon Wealth Management
South Carolina
$241K -$65K -2,980 -21%
BFP
288
Beacon Financial Planning
Massachusetts
$233K +$234K +10,705 New
Corient Private Wealth
289
Corient Private Wealth
Florida
$232K +$232K +10,622 New
AWM
290
Aprio Wealth Management
Georgia
$229K -$481K -22,030 -68%
KHC
291
Koesten Hirschmann & Crabtree
Kansas
$226K +$227K +10,385 New
SIAP
292
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K +$7.64K +350 +4%
CAG
293
Csenge Advisory Group
Florida
$216K – – –
SWP
294
Summit Wealth Partners
Florida
$214K – – –
Barclays
295
Barclays
United Kingdom
$213K – – –
BWL
296
Bogart Wealth LLC
Virginia
$212K – – –
WAP
297
Wealthcare Advisory Partners
Pennsylvania
$212K +$212K +9,732 New
SC
298
Scotia Capital
Ontario, Canada
$207K – – –
SPIA
299
Steward Partners Investment Advisory
New York
$206K – – –
SPWG
300
Syntegra Private Wealth Group
Missouri
$205K – – –