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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
151
Fortis Capital Management
Washington
$236K +$232K +10,634 New
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K +$230K +10,562 New
ST
153
Spinnaker Trust
Maine
$232K +$228K +10,473 New
HF
154
HRT Financial
New York
$228K +$224K +10,287 New
PWA
155
Provenance Wealth Advisors
Florida
$226K +$222K +10,180 New
FWMM
156
Foundation Wealth Management (Missouri)
Missouri
$216K +$213K +9,758 New
TWA
157
Talisman Wealth Advisors
New Jersey
$215K +$212K +9,697 New
Jones Financial Companies
158
Jones Financial Companies
Missouri
$204K +$145K +6,632 +261%
AA
159
Addison Advisors
Vermont
$164K +$10.5K +480 +7%
BWL
160
Bogart Wealth LLC
Virginia
$147K +$19.8K +909 +16%
BCV
161
Banque Cantonale Vaudoise
Switzerland
$132K +$1.61K +74 +1%
KHC
162
Koesten Hirschmann & Crabtree
Kansas
$130K
SHIM
163
Stone House Investment Management
Pennsylvania
$127K +$125K +5,734 New
HI
164
Harbour Investments
Wisconsin
$107K -$1.44K -66 -1%
TC
165
Trust Company
Kansas
$102K +$50K +2,292 +99%
CFO
166
CVA Family Office
Colorado
$101K +$99.6K +4,565 New
FFA
167
Farther Finance Advisors
California
$95.4K +$93.1K +4,266 +12,189%
WFA
168
Wells Financial Advisors
Massachusetts
$93.1K
PFM
169
Phillips Financial Management
Indiana
$89.8K +$12.4K +568 +16%
CAM
170
Creekmur Asset Management
Illinois
$73K
SPIA
171
Steward Partners Investment Advisory
New York
$67K +$14.8K +677 +29%
AA
172
Ancora Advisors
Ohio
$55.5K +$54.6K +2,503 New
EW
173
Element Wealth
Mississippi
$51.8K
BCWM
174
Bartlett & Co Wealth Management
Ohio
$44.3K
JP Morgan Chase
175
JP Morgan Chase
New York
$31K