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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
MONECO Advisors
Connecticut
$726K -$48.7K -2,214 -6%
SWP
152
Stratos Wealth Partners
Ohio
$722K +$330K +14,979 +85%
FFA
153
Farther Finance Advisors
California
$703K +$614K +27,899 +728%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$676K – – –
MSWM
155
McGlone Suttner Wealth Management
Wisconsin
$670K +$45.3K +2,056 +7%
BAM
156
Belpointe Asset Management
Nevada
$669K -$123K -5,601 -16%
GCA
157
Gradient Capital Advisors
California
$652K – – –
NDSI
158
Newman Dignan & Sheerar Inc
Rhode Island
$632K +$105K +4,792 +20%
SFS
159
Sowell Financial Services
Arkansas
$607K +$159K +7,220 +36%
DWM
160
DecisionMap Wealth Management
Virginia
$598K +$45K +2,045 +8%
SWA
161
Sightline Wealth Advisors
Connecticut
$589K +$72.7K +3,305 +14%
RBC
162
Roble Belko & Company
Pennsylvania
$585K +$79.2K +3,599 +16%
DWT
163
Dorsey & Whitney Trust
South Dakota
$576K – – –
1L
164
10Elms LLP
Oklahoma
$575K +$130K +5,890 +29%
TFS
165
Thoroughbred Financial Services
Tennessee
$565K -$19.7K -893 -3%
SFO
166
Stokes Family Office
Louisiana
$528K – – –
GCG
167
Gilbert Capital Group
Maine
$518K +$115K +5,211 +29%
Truist Financial
168
Truist Financial
North Carolina
$515K +$6.65K +302 +1%
AF
169
Allworth Financial
California
$515K +$245K +11,123 +92%
SA
170
Sanctuary Advisors
Indiana
$495K +$492K +22,333 New
FWMM
171
Foundation Wealth Management (Missouri)
Missouri
$491K +$74.7K +3,393 +18%
PWA
172
Provenance Wealth Advisors
Florida
$470K – – –
CSP
173
Cary Street Partners
Virginia
$464K +$34.9K +1,587 +8%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$463K +$370K +16,800 +409%
GFP
175
Gryphon Financial Partners
Ohio
$458K +$21.3K +967 +5%