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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
301
High Note Wealth
Minnesota
$104K +$79.6K +3,610 +319%
CFO
302
CVA Family Office
Colorado
$99.9K
AA
303
Ancora Advisors
Ohio
$89.8K
PFM
304
Phillips Financial Management
Indiana
$88.6K
BOJHT
305
Bank of Jackson Hole Trust
Wyoming
$86K
AWM
306
AE Wealth Management
Kansas
$85.5K -$7.96K -361 -8%
TC
307
Truvestments Capital
Florida
$79.5K +$80.1K +3,634 New
CB
308
CNB Bank
Pennsylvania
$78.6K -$375 -17 -0.5%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$74.8K +$2.87K +130 +4%
TAM
310
Townsend Asset Management
North Carolina
$74.5K +$75.1K +3,406 New
MGI
311
Miller Global Investments
Texas
$60.3K +$60.7K +2,755 New
WSFS
312
Wilmington Savings Fund Society
Delaware
$54.7K
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$54.5K +$40.4K +1,830 +277%
PAI
314
Pittenger & Anderson Inc
Nebraska
$54.4K +$54.8K +2,485 New
PWA
315
Physician Wealth Advisors
Utah
$54.1K
UCB
316
United Community Bank
South Carolina
$48.6K +$49K +2,220 New
BCWM
317
Bartlett & Co Wealth Management
Ohio
$43.7K
CCWM
318
Cassaday & Co Wealth Management
Virginia
$42.2K +$42.6K +1,930 New
NF
319
Napier Financial
Massachusetts
$33.2K +$33.5K +1,517 New
BA
320
Ballast Advisors
Minnesota
$30.2K +$30.4K +1,379 New
PTC
321
Private Trust Company
Ohio
$29.4K
CT
322
Coastline Trust
Rhode Island
$28.8K
CAL
323
Capital Analysts LLC
Pennsylvania
$27K
EB
324
Eastern Bank
Massachusetts
$25.2K +$2.76K +125 +12%
BF
325
BOK Financial
Oklahoma
$25.1K -$42.9K -1,945 -63%