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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cabot Wealth Management
Massachusetts
$1.43M +$68.3K +3,177 +5%
MWM
102
Meridian Wealth Management
Kentucky
$1.42M +$268K +12,464 +24%
FBB
103
Fulton Breakefield Broenniman
Maryland
$1.42M +$614K +28,577 +78%
MIH
104
Meitav Investment House
Israel
$1.39M -$97.9K -4,553 -7%
CTWM
105
Cherry Tree Wealth Management
Minnesota
$1.36M +$98.8K +4,595 +8%
LF
106
LifePlan Financial
Minnesota
$1.35M +$481K +22,363 +56%
CTA
107
Chesley Taft & Associates
Illinois
$1.29M +$138K +6,400 +12%
ACS
108
Archford Capital Strategies
Illinois
$1.25M -$35.7K -1,661 -3%
LFASL
109
Lugano Financial Advisors SA (LFA)
Switzerland
$1.23M +$779K +36,240 +176%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M +$73.9K +3,440 +7%
LHC
111
Little House Capital
Massachusetts
$1.14M +$14.8K +690 +1%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$1.08M +$418K +19,439 +65%
LWL
113
Leo Wealth LLC
Texas
$1.07M +$138K +6,416 +15%
BAM
114
Beaumont Asset Management
Texas
$1.07M +$1.06M +49,150 New
RW
115
REDW Wealth
New Mexico
$1.06M -$20.2K -941 -2%
NC
116
NovaPoint Capital
Georgia
$1.06M +$19.1K +891 +2%
BFG
117
Beacon Financial Group
Texas
$1.05M +$54.2K +2,523 +6%
CWM
118
Centricity Wealth Management
Ohio
$995K +$24.1K +1,120 +3%
RPC
119
Rossmore Private Capital
Connecticut
$974K +$964K +44,850 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$964K +$38.9K +1,812 +4%
FNB
121
Farmers National Bank
Kentucky
$950K +$18.9K +879 +2%
Jones Financial Companies
122
Jones Financial Companies
Missouri
$903K +$512K +23,813 +134%
PAG
123
Private Advisor Group
New Jersey
$890K +$42.7K +1,986 +5%
MBT
124
Montecito Bank & Trust
California
$890K +$6.94K +323 +0.8%
SWP
125
Stratos Wealth Partners
Ohio
$889K +$21.1K +982 +2%