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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HF
176
HRT Financial
New York
$318K +$314K +14,486 New
YWM
177
Yoder Wealth Management
California
$317K
JBA
178
Johnson Bixby & Associates
Washington
$310K +$4.55K +210 +2%
Creative Planning
179
Creative Planning
Kansas
$299K -$227K -10,495 -44%
Neuberger Berman Group
180
Neuberger Berman Group
New York
$298K -$1.37M -63,270 -82%
SCG
181
Sonata Capital Group
Washington
$290K +$286K +13,200 New
RFN
182
Redwood Financial Network
Ohio
$289K +$16.6K +767 +6%
ACM
183
Advance Capital Management
Michigan
$287K +$52.3K +2,414 +23%
LIM
184
Leavell Investment Management
Alabama
$286K +$281K +12,995 New
PJSIMP
185
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282K
NL
186
NWAM LLC
Washington
$278K +$274K +12,667 New
SPWM
187
Straight Path Wealth Management
Michigan
$276K
AF
188
Allworth Financial
California
$267K +$169K +7,811 +180%
HC
189
Hurley Capital
New York
$266K +$1.02K +47 +0.4%
KNW
190
Kesler Norman & Wride
Utah
$266K
Koshinski Asset Management
191
Koshinski Asset Management
Illinois
$264K +$260K +12,009 New
RSWA
192
Robinson Smith Wealth Advisors
Maine
$259K +$1.06K +49 +0.4%
GWCM
193
Godshalk Welsh Capital Management
Pennsylvania
$258K +$255K +11,750 New
OFA
194
Oak Family Advisors
Illinois
$251K -$191K -8,824 -44%
AA
195
Addison Advisors
Vermont
$247K +$54.9K +2,535 +29%
AAS
196
Avantax Advisory Services
Texas
$246K +$2.25K +104 +0.9%
MOS
197
MGO One Seven
Ohio
$243K +$33.4K +1,540 +16%
DAS
198
Diversify Advisory Services
Utah
$227K +$224K +10,333 New
APW
199
Austin Private Wealth
Texas
$225K +$222K +10,241 New
BCV
200
Banque Cantonale Vaudoise
Switzerland
$225K