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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
151
Newman Dignan & Sheerar Inc
Rhode Island
$522K -$25.9K -1,198 -5%
SWA
152
Sightline Wealth Advisors
Connecticut
$512K +$203K +9,350 +67%
Truist Financial
153
Truist Financial
North Carolina
$505K +$233K +10,753 +88%
RBC
154
Roble Belko & Company
Pennsylvania
$501K – – –
Comerica Bank
155
Comerica Bank
Texas
$496K -$6K -277 -1%
PWA
156
Provenance Wealth Advisors
Florida
$467K -$35.4K -1,633 -7%
MA
157
Mutual Advisors
Nebraska
$460K +$1.73K +80 +0.4%
SFS
158
Sowell Financial Services
Arkansas
$444K +$438K +20,199 New
1L
159
10Elms LLP
Oklahoma
$441K +$92.1K +4,250 +27%
MML Investors Services
160
MML Investors Services
Massachusetts
$437K -$118K -5,469 -22%
GFP
161
Gryphon Financial Partners
Ohio
$433K +$427K +19,712 New
CSP
162
Cary Street Partners
Virginia
$426K – – –
FCM
163
Fortis Capital Management
Washington
$416K -$220K -10,134 -35%
FWMM
164
Foundation Wealth Management (Missouri)
Missouri
$413K +$55K +2,541 +16%
GCG
165
Gilbert Capital Group
Maine
$400K +$394K +18,192 New
SWP
166
Stratos Wealth Partners
Ohio
$387K -$505K -23,335 -57%
ASN
167
Advisory Services Network
Georgia
$373K +$25.9K +1,198 +8%
FFP
168
FourThought Financial Partners
Florida
$371K +$365K +16,868 New
SQA
169
Simon Quick Advisors
New Jersey
$365K +$360K +16,612 New
RWM
170
Ritholtz Wealth Management
New York
$348K -$20.3K -935 -6%
PP
171
Prosperity Planning
Missouri
$346K – – –
RWP
172
Reliant Wealth Planning
Kentucky
$346K +$107K +4,960 +46%
4WM
173
4J Wealth Management
Virginia
$331K – – –
KPWS
174
Kestra Private Wealth Services
Texas
$331K +$326K +15,064 New
SG
175
StoneX Group
New York
$327K +$5.2K +240 +2%