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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sightline Wealth Advisors
Connecticut
$512K +$203K +9,350 +67%
Truist Financial
152
Truist Financial
North Carolina
$505K +$233K +10,753 +88%
RBC
153
Roble Belko & Company
Pennsylvania
$501K
Comerica Bank
154
Comerica Bank
Texas
$496K -$6K -277 -1%
PWA
155
Provenance Wealth Advisors
Florida
$467K -$35.4K -1,633 -7%
MA
156
Mutual Advisors
Nebraska
$460K +$1.73K +80 +0.4%
SFS
157
Sowell Financial Services
Arkansas
$444K +$438K +20,199 New
1L
158
10Elms LLP
Oklahoma
$441K +$92.1K +4,250 +27%
MML Investors Services
159
MML Investors Services
Massachusetts
$437K -$118K -5,469 -22%
GFP
160
Gryphon Financial Partners
Ohio
$433K +$427K +19,712 New
CSP
161
Cary Street Partners
Virginia
$426K
FCM
162
Fortis Capital Management
Washington
$416K -$220K -10,134 -35%
FWMM
163
Foundation Wealth Management (Missouri)
Missouri
$413K +$55K +2,541 +16%
GCG
164
Gilbert Capital Group
Maine
$400K +$394K +18,192 New
SWP
165
Stratos Wealth Partners
Ohio
$387K -$505K -23,335 -57%
ASN
166
Advisory Services Network
Georgia
$373K +$25.9K +1,198 +8%
FFP
167
FourThought Financial Partners
Florida
$371K +$365K +16,868 New
SQA
168
Simon Quick Advisors
New Jersey
$365K +$360K +16,612 New
RWM
169
Ritholtz Wealth Management
New York
$348K -$20.3K -935 -6%
PP
170
Prosperity Planning
Missouri
$346K
RWP
171
Reliant Wealth Planning
Kentucky
$346K +$107K +4,960 +46%
4WM
172
4J Wealth Management
Virginia
$331K
KPWS
173
Kestra Private Wealth Services
Texas
$331K +$326K +15,064 New
SG
174
StoneX Group
New York
$327K +$5.2K +240 +2%
SWA
175
Sax Wealth Advisors
New Jersey
$326K -$12K -553 -4%