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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$13.1M +$576K +26,815 +5%
MLA
27
MB, Levis & Associates
Pennsylvania
$12.9M +$84.1K +3,912 +0.7%
HCM
28
Howland Capital Management
Massachusetts
$12.2M +$3.25M +151,117 +37%
PPWM
29
PFG Private Wealth Management
Florida
$10.4M +$9.97M +464,105 +2,947%
LPL Financial
30
LPL Financial
California
$9.31M +$1.78M +82,621 +24%
RWP
31
RWA Wealth Partners
Massachusetts
$9.09M +$1.6M +74,578 +22%
CFS
32
Commonwealth Financial Services
West Virginia
$8.98M +$50.6K +2,354 +0.6%
PA
33
Probity Advisors
Texas
$8.75M +$557K +25,907 +7%
MWM
34
MinichMacGregor Wealth Management
New York
$8.59M +$492K +22,913 +6%
IF
35
Ironwood Financial
Arizona
$8.21M +$492K +22,908 +6%
NA
36
Nestegg Advisors
New York
$8.12M +$1.8M +83,819 +29%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$7.95M +$267K +12,443 +4%
SCA
38
Snowden Capital Advisors
New York
$7.69M +$7.26M +337,648 +2,063%
CWM
39
Centric Wealth Management
Illinois
$7.54M +$356K +16,580 +5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.51M -$4.36M -203,051 -37%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$7.08M +$1.04M +48,582 +18%
LWM
42
Lyell Wealth Management
California
$7M +$420K +19,535 +6%
GPA
43
Guidance Point Advisors
Massachusetts
$6.93M +$35.4K +1,648 +0.5%
CIM
44
Confluence Investment Management
Missouri
$6.13M +$6.07M +282,297 New
PWS
45
Peloton Wealth Strategists
Indiana
$5.94M +$782K +36,400 +15%
Lido Advisors
46
Lido Advisors
California
$5.94M -$2.23M -103,714 -27%
Jane Street
47
Jane Street
New York
$5.65M +$4.21M +195,949 +306%
WMWM
48
Wilkins Miller Wealth Management
Alabama
$5.58M -$103K -4,770 -2%
SSB
49
Sandy Spring Bank
Maryland
$5.55M +$226K +10,528 +4%
SWMG
50
Signature Wealth Management Group
Georgia
$5.38M +$153K +7,099 +3%