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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
Mutual Advisors
Nebraska
$454K +$42.8K +1,990 +11%
BAM
152
Belpointe Asset Management
Nevada
$440K +$436K +20,275 New
OFA
153
Oak Family Advisors
Illinois
$439K -$2.52M -117,376 -85%
CSP
154
Cary Street Partners
Virginia
$421K +$87.2K +4,058 +27%
DWM
155
DecisionMap Wealth Management
Virginia
$398K +$123K +5,741 +46%
CL
156
COWA LLC
Oklahoma
$376K +$372K +17,305 New
RWM
157
Ritholtz Wealth Management
New York
$364K
FWMM
158
Foundation Wealth Management (Missouri)
Missouri
$353K +$19.9K +927 +6%
ASN
159
Advisory Services Network
Georgia
$344K +$340K +15,839 New
1L
160
10Elms LLP
Oklahoma
$343K +$242K +11,250 +247%
SWA
161
Sax Wealth Advisors
New Jersey
$334K +$331K +15,386 New
PP
162
Prosperity Planning
Missouri
$330K
4WM
163
4J Wealth Management
Virginia
$327K
SG
164
StoneX Group
New York
$318K +$314K +14,630 New
YWM
165
Yoder Wealth Management
California
$313K +$75.2K +3,500 +32%
SWA
166
Sightline Wealth Advisors
Connecticut
$303K +$299K +13,933 New
JBA
167
Johnson Bixby & Associates
Washington
$301K +$2.28K +106 +0.8%
PJSIMP
168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$48.3K +2,249 +21%
SPWM
169
Straight Path Wealth Management
Michigan
$273K
RFN
170
Redwood Financial Network
Ohio
$269K +$35.8K +1,668 +16%
Truist Financial
171
Truist Financial
North Carolina
$265K -$30.1K -1,401 -10%
KNW
172
Kesler Norman & Wride
Utah
$263K
HC
173
Hurley Capital
New York
$262K
RSWA
174
Robinson Smith Wealth Advisors
Maine
$255K +$252K +11,728 New
SC
175
Scotia Capital
Ontario, Canada
$245K