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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
101
Roble Belko & Company
Pennsylvania
$405K
SPWG
102
Syntegra Private Wealth Group
Missouri
$391K +$73.3K +3,427 +23%
MSWM
103
McGlone Suttner Wealth Management
Wisconsin
$361K +$9.07K +424 +3%
KNW
104
Kesler Norman & Wride
Utah
$353K -$299 -14 -0.1%
WA
105
Wealthstar Advisors
Texas
$347K +$87.5K +4,090 +35%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$346K -$1.62M -75,621 -82%
SCA
107
Snowden Capital Advisors
New York
$331K +$64.6K +3,023 +24%
GHA
108
Granite Harbor Advisors
Texas
$316K
ATC
109
Adirondack Trust Company
New York
$313K +$77.6K +3,628 +33%
MBT
110
Montecito Bank & Trust
California
$310K +$310K +14,496 New
MA
111
Mutual Advisors
Nebraska
$310K +$92.7K +4,336 +43%
BONH
112
Bank of New Hampshire
New Hampshire
$306K +$140K +6,535 +84%
4WM
113
4J Wealth Management
Virginia
$300K +$300K +14,038 New
BCPWM
114
Bradley & Co Private Wealth Management
Florida
$298K
NDSI
115
Newman Dignan & Sheerar Inc
Rhode Island
$285K +$284K +13,303 New
JBA
116
Johnson Bixby & Associates
Washington
$284K +$84.1K +3,935 +42%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$283K +$155K +7,258 +122%
MML Investors Services
118
MML Investors Services
Massachusetts
$266K +$63.6K +2,973 +31%
JIR
119
James Investment Research
Ohio
$256K
PIM
120
Penobscot Investment Management
Massachusetts
$255K +$254K +11,900 New
CTA
121
Chesley Taft & Associates
Illinois
$253K +$252K +11,800 New
FBB
122
Fulton Breakefield Broenniman
Maryland
$252K +$252K +11,769 New
SC
123
Scotia Capital
Ontario, Canada
$242K
SWP
124
Summit Wealth Partners
Florida
$240K
CTWM
125
Cherry Tree Wealth Management
Minnesota
$239K +$82.1K +3,838 +52%