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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
176
Freestone Capital Holdings
Washington
$938K -$388K -17,585 -29%
RFC
177
Regions Financial Corp
Alabama
$925K +$932K +42,274 New
BAM
178
Belpointe Asset Management
Nevada
$922K +$20K +909 +2%
LHC
179
Little House Capital
Massachusetts
$913K -$154K -7,000 -14%
IWC
180
Integrated Wealth Concepts
Massachusetts
$879K -$52.1K -2,364 -6%
FFG
181
Foundry Financial Group
New Hampshire
$879K +$55.4K +2,512 +7%
GSEP
182
Golden State Equity Partners
California
$864K +$526K +23,850 +153%
GHA
183
Granite Harbor Advisors
Texas
$861K +$623K +28,259 +256%
EH
184
Equitable Holdings
New York
$854K +$367K +16,656 +76%
LIM
185
Leavell Investment Management
Alabama
$852K +$341K +15,465 +66%
RWP
186
Reliant Wealth Planning
Kentucky
$825K +$95.1K +4,311 +13%
DSC
187
Duncker Streett & Co
Missouri
$814K +$820K +37,209 New
Creative Planning
188
Creative Planning
Kansas
$794K +$256K +11,606 +47%
BSAM
189
Blue Square Asset Management
New York
$793K -$19.9K -901 -2%
FIB
190
First Interstate Bank
Montana
$789K +$71.6K +3,247 +10%
NG
191
Novem Group
New York
$787K -$8.62M -390,975 -92%
FWMM
192
Foundation Wealth Management (Missouri)
Missouri
$760K +$121K +5,481 +19%
CSIA
193
Conrad Siegel Investment Advisors
Pennsylvania
$731K +$496K +22,513 +206%
GCG
194
Gilbert Capital Group
Maine
$723K +$15.5K +704 +2%
BCM
195
Brookstone Capital Management
Illinois
$714K -$9.26K -420 -1%
AWM
196
Aprio Wealth Management
Georgia
$712K +$717K +32,516 New
BSSFA
197
Baron Silver Stevens Financial Advisors
Florida
$711K -$50.6K -2,293 -7%
DWM
198
DecisionMap Wealth Management
Virginia
$710K +$25.5K +1,157 +4%
Bank of New York Mellon
199
Bank of New York Mellon
New York
$688K +$339K +15,364 +96%
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$687K +$19.3K +873 +3%