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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
$3.45M +$600K +27,205 +21%
CPIA
102
Cornell Pochily Investment Advisors
New York
$3.44M +$1.67M +75,784 +93%
FFP
103
FourThought Financial Partners
Florida
$3.38M +$1.33M +60,258 +64%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$3.37M +$751K +34,047 +28%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$3.29M -$681K -30,880 -17%
SP
106
Stonebrook Private
Michigan
$3.29M +$115K +5,231 +4%
JWCA
107
J.W. Cole Advisors
Florida
$3.18M +$346K +15,684 +12%
ST
108
Spinnaker Trust
Maine
$2.92M +$1.27M +57,517 +76%
ACM
109
Arcataur Capital Management
Wisconsin
$2.92M +$467K +21,200 +19%
LF
110
LifePlan Financial
Minnesota
$2.84M +$160K +7,253 +6%
BFIM
111
Beese Fulmer Investment Management
Ohio
$2.83M +$430K +19,487 +18%
TCRG
112
Twin Cities Retirement Group
Minnesota
$2.74M +$210K +9,541 +8%
LWL
113
Leo Wealth LLC
Texas
$2.71M +$270K +12,227 +11%
VA
114
Valmark Advisers
Ohio
$2.68M +$381K +17,298 +16%
EWS
115
Evergreen Wealth Solutions
Pennsylvania
$2.65M +$712K +32,297 +36%
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.59M +$392K +17,800 +18%
SRC
117
Shufro Rose & Co
New York
$2.53M +$2.55M +115,706 New
SFS
118
Sowell Financial Services
Arkansas
$2.52M +$698K +31,645 +38%
KTM
119
Keeler Thomas Management
Utah
$2.49M -$1.92M -87,264 -43%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M +$678K +30,745 +38%
BAM
121
Beaumont Asset Management
Texas
$2.44M +$915K +41,475 +59%
ABC
122
Associated Banc-Corp
Wisconsin
$2.39M +$229K +10,369 +11%
IW
123
Instrumental Wealth
Florida
$2.37M +$15K +682 +0.6%
Citadel Advisors
124
Citadel Advisors
Florida
$2.24M +$2.26M +102,410 New
RBC
125
Roble Belko & Company
Pennsylvania
$2.24M +$1.68M +75,978 +288%