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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.81M +$110K +4,994 +7%
GMFG
102
Greater Midwest Financial Group
Minnesota
$1.77M -$44.1K -2,003 -2%
HFRG
103
Houlihan Financial Resource Group
Virginia
$1.75M -$1.27M -57,891 -42%
DWM
104
Drive Wealth Management
Utah
$1.7M -$9.44K -429 -0.6%
VA
105
Valmark Advisers
Ohio
$1.69M -$154K -7,014 -8%
CCM
106
Coldstream Capital Management
Washington
$1.67M
LFASL
107
Lugano Financial Advisors SA (LFA)
Switzerland
$1.66M +$300K +13,650 +22%
PSIWM
108
Paradigm Strategies in Wealth Management
Minnesota
$1.64M +$52.9K +2,405 +3%
HPC
109
HM Payson & Co
Maine
$1.61M +$1.6M +72,713 New
BFG
110
Beacon Financial Group
Texas
$1.59M +$326K +14,808 +26%
RCA
111
Resonant Capital Advisors
Wisconsin
$1.58M +$912K +41,417 +139%
CWM
112
Cabot Wealth Management
Massachusetts
$1.58M +$68.1K +3,092 +5%
CTWM
113
Cherry Tree Wealth Management
Minnesota
$1.53M +$6.41K +291 +0.4%
Osaic Holdings
114
Osaic Holdings
Arizona
$1.44M +$314K +14,272 +28%
CTA
115
Chesley Taft & Associates
Illinois
$1.42M +$33K +1,500 +2%
ST
116
Spinnaker Trust
Maine
$1.34M +$335K +15,201 +34%
MIH
117
Meitav Investment House
Israel
$1.23M -$153K -6,964 -11%
ACS
118
Archford Capital Strategies
Illinois
$1.23M +$17.4K +789 +1%
BAM
119
Beaumont Asset Management
Texas
$1.22M +$29.9K +1,358 +3%
OC
120
Oppenheimer & Co
New York
$1.2M -$63.5K -2,886 -5%
CPIA
121
Cornell Pochily Investment Advisors
New York
$1.2M +$1.19M +54,117 New
LHC
122
Little House Capital
Massachusetts
$1.19M +$24.1K +1,093 +2%
SWA
123
Sax Wealth Advisors
New Jersey
$1.16M +$825K +37,496 +253%
NC
124
NovaPoint Capital
Georgia
$1.15M +$77.2K +3,509 +7%
MMA
125
Miracle Mile Advisors
California
$1.15M +$1.14M +51,732 New