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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
26
Guidance Point Advisors
Massachusetts
$4.13M +$354K +16,972 +9%
4FG
27
4Thought Financial Group
New York
$3.52M +$109K +5,246 +3%
KF
28
Krilogy Financial
Missouri
$3.48M +$71.3K +3,423 +2%
CA
29
CGN Advisors
Kansas
$3.43M +$145K +6,966 +4%
SSB
30
Sandy Spring Bank
Maryland
$3.4M +$354K +17,012 +11%
MA
31
MCF Advisors
Kentucky
$3M +$2.66M +127,559 +655%
PWS
32
Peloton Wealth Strategists
Indiana
$2.91M +$819K +39,300 +38%
Wells Fargo
33
Wells Fargo
California
$2.84M +$10.5K +505 +0.4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.61M +$1.07M +51,357 +67%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.5M +$186K +8,914 +8%
LPL Financial
36
LPL Financial
California
$2.16M +$503K +24,134 +29%
LWM
37
Lyell Wealth Management
California
$1.96M +$2M +96,195 New
ACS
38
Archford Capital Strategies
Illinois
$1.47M +$95.8K +4,599 +7%
Stifel Financial
39
Stifel Financial
Missouri
$1.47M +$157K +7,559 +12%
UCFA
40
United Capital Financial Advisors
Texas
$1.39M -$129K -6,173 -8%
EWS
41
Evergreen Wealth Solutions
Pennsylvania
$1.27M +$122K +5,850 +10%
HCM
42
Howland Capital Management
Massachusetts
$1.2M +$1.23M +58,910 New
NA
43
NewEdge Advisors
Louisiana
$1.19M -$81.9K -3,931 -6%
LHC
44
Little House Capital
Massachusetts
$1.16M +$127K +6,084 +12%
AWM
45
AE Wealth Management
Kansas
$1.04M +$1.06M +51,067 New
RJA
46
Raymond James & Associates
Florida
$939K +$229K +10,978 +31%
FNB
47
Farmers National Bank
Kentucky
$822K +$31.4K +1,508 +4%
RBC
48
Roble Belko & Company
Pennsylvania
$693K +$506K +24,300 +250%
CWM
49
Cabot Wealth Management
Massachusetts
$685K +$701K +33,633 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$671K -$7.33K -352 -1%