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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCV
201
Banque Cantonale Vaudoise
Switzerland
$225K – – –
AWA
202
Arkadios Wealth Advisors
Georgia
$219K +$216K +9,979 New
SWP
203
Summit Wealth Partners
Florida
$215K – – –
SC
204
Scotia Capital
Ontario, Canada
$209K -$39K -1,800 -16%
AI
205
Atria Investments
North Carolina
$207K -$3.31M -152,961 -94%
SPWG
206
Syntegra Private Wealth Group
Missouri
$207K – – –
GSEP
207
Golden State Equity Partners
California
$206K +$203K +9,350 New
BCPWM
208
Bradley & Co Private Wealth Management
Florida
$203K – – –
SVWA
209
Sarver Vrooman Wealth Advisors
Missouri
$203K +$173K +7,994 +653%
AWP
210
Accretive Wealth Partners
New Jersey
$202K +$199K +9,204 New
AIA
211
Arcadia Investment Advisors
Idaho
$189K -$4.53K -209 -2%
HIA
212
Harbor Investment Advisory
Maryland
$174K +$150K +6,908 +691%
TC
213
Trust Company
Kansas
$168K +$39.9K +1,842 +32%
BBHC
214
Brown Brothers Harriman & Co
New York
$162K +$160K +7,364 New
KHC
215
Koesten Hirschmann & Crabtree
Kansas
$151K – – –
SPIA
216
Steward Partners Investment Advisory
New York
$147K +$81.1K +3,743 +128%
HI
217
Harbour Investments
Wisconsin
$139K +$18.4K +848 +16%
BWL
218
Bogart Wealth LLC
Virginia
$135K +$1.58K +73 +1%
SHIM
219
Stone House Investment Management
Pennsylvania
$126K – – –
PGAM
220
Princeton Global Asset Management
New Jersey
$106K +$87.4K +4,035 +501%
CFO
221
CVA Family Office
Colorado
$100K – – –
BOJHT
222
Bank of Jackson Hole Trust
Wyoming
$98.5K +$23.5K +1,086 +32%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$90.4K +$71.5K +3,300 +406%
AA
224
Ancora Advisors
Ohio
$90.2K – – –
PFM
225
Phillips Financial Management
Indiana
$89K – – –