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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
126
McGlone Suttner Wealth Management
Wisconsin
$452K +$86K +3,944 +24%
Comerica Bank
127
Comerica Bank
Texas
$429K +$8.03K +368 +2%
RBC
128
Roble Belko & Company
Pennsylvania
$419K
NDSI
129
Newman Dignan & Sheerar Inc
Rhode Island
$418K +$115K +5,256 +37%
KNW
130
Kesler Norman & Wride
Utah
$417K +$50.8K +2,327 +14%
TFS
131
Thoroughbred Financial Services
Tennessee
$383K +$26.4K +1,210 +8%
JCM
132
Jacobi Capital Management
Pennsylvania
$362K +$356K +16,339 New
SCA
133
Snowden Capital Advisors
New York
$354K -$611 -28 -0.2%
PPWM
134
PFG Private Wealth Management
Florida
$349K -$75K -3,439 -18%
OMC
135
Old Mission Capital
Illinois
$347K -$177K -8,121 -34%
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$346K +$325K +14,900 +2,129%
PP
137
Prosperity Planning
Missouri
$336K -$331K -15,174 Closed
MA
138
Mutual Advisors
Nebraska
$325K
4WM
139
4J Wealth Management
Virginia
$324K +$12.7K +580 +4%
RWM
140
Ritholtz Wealth Management
New York
$310K +$69.8K +3,200 +30%
BONH
141
Bank of New Hampshire
New Hampshire
$304K
JBA
142
Johnson Bixby & Associates
Washington
$300K +$3.42K +157 +1%
JIR
143
James Investment Research
Ohio
$292K +$26.2K +1,200 +10%
Truist Financial
144
Truist Financial
North Carolina
$288K -$83.9K -3,845 -23%
SPWM
145
Straight Path Wealth Management
Michigan
$278K
LWL
146
Leo Wealth LLC
Texas
$257K +$253K +11,590 New
SC
147
Scotia Capital
Ontario, Canada
$251K
SWP
148
Summit Wealth Partners
Florida
$249K
OC
149
Oppenheimer & Co
New York
$242K +$238K +10,914 New
YWM
150
Yoder Wealth Management
California
$242K