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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
126
Yoder Wealth Management
California
$233K – – –
Bank of New York Mellon
127
Bank of New York Mellon
New York
$231K +$231K +10,817 New
PAG
128
Private Advisor Group
New Jersey
$231K +$231K +10,817 New
RWM
129
Ritholtz Wealth Management
New York
$231K – – –
SPWM
130
Straight Path Wealth Management
Michigan
$211K – – –
SF
131
Safeguard Financial
Wisconsin
$208K +$208K +9,719 New
KHC
132
Koesten Hirschmann & Crabtree
Kansas
$125K – – –
BWL
133
Bogart Wealth LLC
Virginia
$122K +$14.9K +697 +14%
HI
134
Harbour Investments
Wisconsin
$101K +$748 +35 +0.7%
WFA
135
Wells Financial Advisors
Massachusetts
$89.9K – – –
BWM
136
Bullock Wealth Management
Indiana
$73.9K +$74.1K +3,467 New
SPIA
137
Steward Partners Investment Advisory
New York
$50.2K – – –
EW
138
Element Wealth
Mississippi
$50K – – –
TC
139
Trust Company
Kansas
$49.8K +$49.7K +2,326 New
AA
140
Addison Advisors
Vermont
$49.6K +$8.55K +400 +21%
GRP
141
Global Retirement Partners
California
$46.5K +$46.4K +2,171 New
BCWM
142
Bartlett & Co Wealth Management
Ohio
$42.8K – – –
JP Morgan Chase
143
JP Morgan Chase
New York
$29.9K +$29.8K +1,396 New
BlackRock
144
BlackRock
New York
$29.6K +$28.4K +1,328 +2,459%
CAL
145
Capital Analysts LLC
Pennsylvania
$27K – – –
PFM
146
Phillips Financial Management
Indiana
$24.4K +$24.4K +1,140 New
PS
147
Principal Securities
Iowa
$21.9K +$21.9K +1,024 New
AF
148
Allworth Financial
California
$20.9K – – –
AF
149
Advisornet Financial
Minnesota
$18.3K +$128 +6 +0.7%
FCA
150
FinTrust Capital Advisors
South Carolina
$10.7K -$90.7K -4,240 -89%