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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
Bullock Wealth Management
Indiana
$74.1K +$866 +41 +1%
PFM
152
Phillips Financial Management
Indiana
$74K +$49.4K +2,341 +205%
CAM
153
Creekmur Asset Management
Illinois
$70K +$69.6K +3,294 New
Jones Financial Companies
154
Jones Financial Companies
Missouri
$54K +$53.7K +2,541 New
SPIA
155
Steward Partners Investment Advisory
New York
$49.9K – – –
EW
156
Element Wealth
Mississippi
$49.6K – – –
TC
157
Trust Company
Kansas
$49.5K – – –
BCWM
158
Bartlett & Co Wealth Management
Ohio
$42.5K – – –
JP Morgan Chase
159
JP Morgan Chase
New York
$29.7K – – –
GRP
160
Global Retirement Partners
California
$29.4K -$16.6K -788 -36%
CAL
161
Capital Analysts LLC
Pennsylvania
$27K – – –
VWM
162
Valley Wealth Managers
New Jersey
$22.9K +$22.8K +1,078 New
PS
163
Principal Securities
Iowa
$21.8K – – –
HIA
164
Harbor Investment Advisory
Maryland
$21.3K +$21.1K +1,000 New
AF
165
Allworth Financial
California
$21K – – –
AF
166
Advisornet Financial
Minnesota
$18.4K +$232 +11 +1%
LWANC
167
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.9K +$14.8K +700 New
FCA
168
FinTrust Capital Advisors
South Carolina
$10.6K – – –
FPB
169
First PREMIER Bank
South Dakota
$7K +$7.41K +351 New
PGAM
170
Princeton Global Asset Management
New Jersey
$5.42K +$63 +3 +1%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$5.04K +$3.63K +172 +265%
BlackRock
172
BlackRock
New York
$1.17K -$28K -1,327 -96%
FFA
173
Farther Finance Advisors
California
$739 +$739 +35 New
Fidelity Investments
174
Fidelity Investments
Massachusetts
$21 +$21 +1 New
SL
175
Summitry LLC
California
– -$23.9M -1,114,739 Closed