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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
101
Penobscot Investment Management
Massachusetts
$2.88M +$878K +39,707 +44%
JWCA
102
J.W. Cole Advisors
Florida
$2.86M -$9.33K -422 -0.3%
LF
103
LifePlan Financial
Minnesota
$2.7M +$64.1K +2,900 +2%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$2.67M +$775K +35,026 +41%
UCFA
105
United Capital Financial Advisors
Texas
$2.61M +$808K +36,535 +45%
TCRG
106
Twin Cities Retirement Group
Minnesota
$2.55M +$2.55M +115,479 New
GRP
107
Global Retirement Partners
California
$2.51M +$130K +5,875 +5%
ACM
108
Arcataur Capital Management
Wisconsin
$2.48M -$12.8K -577 -0.5%
LWL
109
Leo Wealth LLC
Texas
$2.46M +$25.7K +1,164 +1%
BFIM
110
Beese Fulmer Investment Management
Ohio
$2.42M +$1.44M +65,126 +146%
IW
111
Instrumental Wealth
Florida
$2.39M +$235K +10,607 +11%
VA
112
Valmark Advisers
Ohio
$2.32M +$631K +28,542 +37%
SWP
113
Stratos Wealth Partners
Ohio
$2.3M +$1.59M +71,737 +220%
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.23M +$220K +9,950 +11%
ABC
115
Associated Banc-Corp
Wisconsin
$2.18M +$176K +7,941 +9%
FFP
116
FourThought Financial Partners
Florida
$2.07M +$985K +44,561 +90%
GMFG
117
Greater Midwest Financial Group
Minnesota
$2.06M +$298K +13,461 +17%
GAM
118
Gotham Asset Management
New York
$2.01M +$1.15M +52,189 +134%
MWM
119
Meridian Wealth Management
Kentucky
$2.01M +$109K +4,940 +6%
EWS
120
Evergreen Wealth Solutions
Pennsylvania
$1.96M +$5.59K +253 +0.3%
LFASL
121
Lugano Financial Advisors SA (LFA)
Switzerland
$1.94M +$277K +12,539 +17%
WI
122
WrapManager Inc
California
$1.94M -$445K -20,107 -19%
SWM
123
Segment Wealth Management
Texas
$1.92M +$21.7K +980 +1%
SFS
124
Sowell Financial Services
Arkansas
$1.84M +$1.24M +56,006 +204%
RCA
125
Resonant Capital Advisors
Wisconsin
$1.81M +$236K +10,676 +15%