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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BCS Wealth Management
Tennessee
$469K – – –
MA
152
Mutual Advisors
Nebraska
$454K +$42.8K +1,990 +11%
BAM
153
Belpointe Asset Management
Nevada
$440K +$436K +20,275 New
OFA
154
Oak Family Advisors
Illinois
$439K -$2.52M -117,376 -85%
CSP
155
Cary Street Partners
Virginia
$421K +$87.2K +4,058 +27%
DWM
156
DecisionMap Wealth Management
Virginia
$398K +$123K +5,741 +46%
CL
157
COWA LLC
Oklahoma
$376K +$372K +17,305 New
RWM
158
Ritholtz Wealth Management
New York
$364K – – –
FWMM
159
Foundation Wealth Management (Missouri)
Missouri
$353K +$19.9K +927 +6%
ASN
160
Advisory Services Network
Georgia
$344K +$340K +15,839 New
1L
161
10Elms LLP
Oklahoma
$343K +$242K +11,250 +247%
SWA
162
Sax Wealth Advisors
New Jersey
$334K +$331K +15,386 New
PP
163
Prosperity Planning
Missouri
$330K – – –
4WM
164
4J Wealth Management
Virginia
$327K – – –
SG
165
StoneX Group
New York
$318K +$314K +14,630 New
YWM
166
Yoder Wealth Management
California
$313K +$75.2K +3,500 +32%
SWA
167
Sightline Wealth Advisors
Connecticut
$303K +$299K +13,933 New
JBA
168
Johnson Bixby & Associates
Washington
$301K +$2.28K +106 +0.8%
PJSIMP
169
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$48.3K +2,249 +21%
SPWM
170
Straight Path Wealth Management
Michigan
$273K – – –
RFN
171
Redwood Financial Network
Ohio
$269K +$35.8K +1,668 +16%
Truist Financial
172
Truist Financial
North Carolina
$265K -$30.1K -1,401 -10%
KNW
173
Kesler Norman & Wride
Utah
$263K – – –
HC
174
Hurley Capital
New York
$262K – – –
RSWA
175
Robinson Smith Wealth Advisors
Maine
$255K +$252K +11,728 New