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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
Wealthstar Advisors
Texas
$1.81M -$206K -9,326 -10%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M -$17.7K -800 -1%
CPIA
128
Cornell Pochily Investment Advisors
New York
$1.8M +$603K +27,265 +50%
BFG
129
Beacon Financial Group
Texas
$1.75M +$166K +7,524 +10%
BI
130
Breachway Investments
Rhode Island
$1.74M +$1.74M +78,785 New
CCM
131
Coldstream Capital Management
Washington
$1.7M +$33K +1,494 +2%
CBT
132
Crews Bank & Trust
Florida
$1.69M +$569K +25,745 +51%
ST
133
Spinnaker Trust
Maine
$1.68M +$345K +15,586 +26%
CWM
134
Cabot Wealth Management
Massachusetts
$1.67M +$103K +4,674 +7%
QC
135
Quadrature Capital
United Kingdom
$1.63M +$1.41M +63,558 +623%
CTWM
136
Cherry Tree Wealth Management
Minnesota
$1.61M +$84.2K +3,806 +6%
DWM
137
Drive Wealth Management
Utah
$1.55M -$145K -6,544 -9%
BAM
138
Beaumont Asset Management
Texas
$1.55M +$334K +15,086 +27%
CTA
139
Chesley Taft & Associates
Illinois
$1.5M +$81.8K +3,700 +6%
OFS
140
Oldfather Financial Services
Nebraska
$1.46M +$1.07M +48,170 +270%
PSIWM
141
Paradigm Strategies in Wealth Management
Minnesota
$1.45M -$185K -8,357 -11%
MFG
142
Merit Financial Group
Georgia
$1.42M +$339K +15,339 +31%
PAG
143
Private Advisor Group
New Jersey
$1.36M +$460K +20,786 +51%
GWCM
144
Godshalk Welsh Capital Management
Pennsylvania
$1.36M +$520K +23,500 +62%
FCH
145
Freestone Capital Holdings
Washington
$1.33M +$214K +9,697 +19%
NC
146
NovaPoint Capital
Georgia
$1.3M +$161K +7,271 +14%
MMA
147
Miracle Mile Advisors
California
$1.3M +$159K +7,178 +14%
SCG
148
Sonata Capital Group
Washington
$1.23M +$477K +21,575 +63%
ACS
149
Archford Capital Strategies
Illinois
$1.21M -$11.2K -505 -0.9%
OC
150
Oppenheimer & Co
New York
$1.19M -$15K -680 -1%
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