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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
301
JDM Financial Group
Texas
$107K -$32.1K -1,454 -23%
HNW
302
High Note Wealth
Minnesota
$104K +$79.6K +3,610 +319%
CFO
303
CVA Family Office
Colorado
$99.9K – – –
AA
304
Ancora Advisors
Ohio
$89.8K – – –
PFM
305
Phillips Financial Management
Indiana
$88.6K – – –
BOJHT
306
Bank of Jackson Hole Trust
Wyoming
$86K – – –
AWM
307
AE Wealth Management
Kansas
$85.5K -$7.96K -361 -8%
TC
308
Truvestments Capital
Florida
$79.5K +$80.1K +3,634 New
CB
309
CNB Bank
Pennsylvania
$78.6K -$375 -17 -0.5%
National Bank of Canada
310
National Bank of Canada
Quebec, Canada
$74.8K +$2.87K +130 +4%
TAM
311
Townsend Asset Management
North Carolina
$74.5K +$75.1K +3,406 New
MGI
312
Miller Global Investments
Texas
$60.3K +$60.7K +2,755 New
WSFS
313
Wilmington Savings Fund Society
Delaware
$54.7K – – –
Bank of Montreal
314
Bank of Montreal
Ontario, Canada
$54.5K +$40.4K +1,830 +277%
PAI
315
Pittenger & Anderson Inc
Nebraska
$54.4K +$54.8K +2,485 New
PWA
316
Physician Wealth Advisors
Utah
$54.1K – – –
UCB
317
United Community Bank
South Carolina
$48.6K +$49K +2,220 New
BCWM
318
Bartlett & Co Wealth Management
Ohio
$43.7K – – –
CCWM
319
Cassaday & Co Wealth Management
Virginia
$42.2K +$42.6K +1,930 New
NF
320
Napier Financial
Massachusetts
$33.2K +$33.5K +1,517 New
BA
321
Ballast Advisors
Minnesota
$30.2K +$30.4K +1,379 New
PTC
322
Private Trust Company
Ohio
$29.4K – – –
CT
323
Coastline Trust
Rhode Island
$28.8K – – –
CAL
324
Capital Analysts LLC
Pennsylvania
$27K – – –
EB
325
Eastern Bank
Massachusetts
$25.2K +$2.76K +125 +12%