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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Modern Wealth Management
Kansas
$2.46M +$2.46M +112,734 New
SWM
127
Segment Wealth Management
Texas
$2.45M +$231K +10,580 +10%
IW
128
Instrumental Wealth
Florida
$2.37M +$12.3K +565 +0.5%
KTM
129
Keeler Thomas Management
Utah
$2.31M -$168K -7,680 -7%
MYLI
130
Meiji Yasuda Life Insurance
Japan
$2.29M +$2.29M +105,000 New
MWM
131
Meridian Wealth Management
Kentucky
$2.24M +$172K +7,906 +8%
GWCM
132
Godshalk Welsh Capital Management
Pennsylvania
$2.22M +$147K +6,750 +7%
MMA
133
Miracle Mile Advisors
California
$2.2M +$211K +9,664 +11%
LFASL
134
Lugano Financial Advisors SA (LFA)
Switzerland
$2.11M +$54.5K +2,500 +3%
WA
135
Wealthstar Advisors
Texas
$2.07M +$236K +10,817 +13%
CPIA
136
Cornell Pochily Investment Advisors
New York
$1.92M -$1.5M -68,888 -44%
RCA
137
Resonant Capital Advisors
Wisconsin
$1.92M -$20.3K -932 -1%
SCG
138
Sonata Capital Group
Washington
$1.89M +$396K +18,133 +26%
BI
139
Breachway Investments
Rhode Island
$1.88M +$143K +6,570 +8%
MIH
140
Meitav Investment House
Israel
$1.78M +$412K +18,888 +30%
HAC
141
Harbor Advisory Corp
New Hampshire
$1.78M +$403K +18,460 +29%
WI
142
WrapManager Inc
California
$1.77M -$182K -8,343 -9%
BFG
143
Beacon Financial Group
Texas
$1.66M -$92.3K -4,229 -5%
CCM
144
Coldstream Capital Management
Washington
$1.65M -$50.1K -2,296 -3%
IWC
145
Integrated Wealth Concepts
Massachusetts
$1.64M +$770K +35,281 +88%
CBT
146
Crews Bank & Trust
Florida
$1.64M -$116K -5,310 -7%
HIA
147
Harbor Investment Advisory
Maryland
$1.62M +$461K +21,149 +40%
Citadel Advisors
148
Citadel Advisors
Florida
$1.52M -$716K -32,833 -32%
CTA
149
Chesley Taft & Associates
Illinois
$1.5M +$21.8K +1,000 +1%
BWM
150
Bullock Wealth Management
Indiana
$1.5M +$1.51M +69,266 New