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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
176
Sax Wealth Advisors
New Jersey
$326K -$12K -553 -4%
HF
177
HRT Financial
New York
$318K +$314K +14,486 New
YWM
178
Yoder Wealth Management
California
$317K – – –
JBA
179
Johnson Bixby & Associates
Washington
$310K +$4.55K +210 +2%
Creative Planning
180
Creative Planning
Kansas
$299K -$227K -10,495 -44%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$298K -$1.37M -63,270 -82%
SCG
182
Sonata Capital Group
Washington
$290K +$286K +13,200 New
RFN
183
Redwood Financial Network
Ohio
$289K +$16.6K +767 +6%
ACM
184
Advance Capital Management
Michigan
$287K +$52.3K +2,414 +23%
LIM
185
Leavell Investment Management
Alabama
$286K +$281K +12,995 New
PJSIMP
186
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282K – – –
NL
187
NWAM LLC
Washington
$278K +$274K +12,667 New
SPWM
188
Straight Path Wealth Management
Michigan
$276K – – –
AF
189
Allworth Financial
California
$267K +$169K +7,811 +180%
HC
190
Hurley Capital
New York
$266K +$1.02K +47 +0.4%
KNW
191
Kesler Norman & Wride
Utah
$266K – – –
Koshinski Asset Management
192
Koshinski Asset Management
Illinois
$264K +$260K +12,009 New
RSWA
193
Robinson Smith Wealth Advisors
Maine
$259K +$1.06K +49 +0.4%
GWCM
194
Godshalk Welsh Capital Management
Pennsylvania
$258K +$255K +11,750 New
OFA
195
Oak Family Advisors
Illinois
$251K -$191K -8,824 -44%
AA
196
Addison Advisors
Vermont
$247K +$54.9K +2,535 +29%
AAS
197
Avantax Advisory Services
Texas
$246K +$2.25K +104 +0.9%
MOS
198
MGO One Seven
Ohio
$243K +$33.4K +1,540 +16%
DAS
199
Diversify Advisory Services
Utah
$227K +$224K +10,333 New
APW
200
Austin Private Wealth
Texas
$225K +$222K +10,241 New