We are live on ! Find out more
IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$241K -$64 -3 -0%
GHA
177
Granite Harbor Advisors
Texas
$240K -$436K -20,285 -65%
RWP
178
Reliant Wealth Planning
Kentucky
$234K – – –
ACM
179
Advance Capital Management
Michigan
$231K +$228K +10,622 New
HWM
180
HB Wealth Management
Georgia
$227K +$225K +10,459 New
BCV
181
Banque Cantonale Vaudoise
Switzerland
$222K +$220K +10,222 New
SWP
182
Summit Wealth Partners
Florida
$213K – – –
MOS
183
MGO One Seven
Ohio
$207K +$204K +9,510 New
SPWG
184
Syntegra Private Wealth Group
Missouri
$205K – – –
BCPWM
185
Bradley & Co Private Wealth Management
Florida
$201K +$10.1K +468 +5%
AIA
186
Arcadia Investment Advisors
Idaho
$191K +$63.8K +2,967 +51%
AA
187
Addison Advisors
Vermont
$189K +$37.8K +1,760 +25%
KHC
188
Koesten Hirschmann & Crabtree
Kansas
$149K – – –
BWL
189
Bogart Wealth LLC
Virginia
$131K -$19.5K -909 -13%
TC
190
Trust Company
Kansas
$126K +$25.1K +1,170 +25%
SHIM
191
Stone House Investment Management
Pennsylvania
$125K +$123K +5,734 New
HI
192
Harbour Investments
Wisconsin
$119K -$12.5K -583 -10%
CFO
193
CVA Family Office
Colorado
$99.2K – – –
AF
194
Allworth Financial
California
$93.8K – – –
AA
195
Ancora Advisors
Ohio
$89.1K – – –
PFM
196
Phillips Financial Management
Indiana
$87.9K – – –
FFA
197
Farther Finance Advisors
California
$82.6K -$12K -557 -13%
BOJHT
198
Bank of Jackson Hole Trust
Wyoming
$73.8K +$30.8K +1,434 +73%
SPIA
199
Steward Partners Investment Advisory
New York
$63.5K +$31.1K +1,445 +98%
PWA
200
Physician Wealth Advisors
Utah
$53.6K +$53.1K +2,470 New
6 7
8
9 10