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iShares iBonds Dec 2030 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
201
Naples Global Advisors
Florida
$285K +$283K +12,845 New
NL
202
NWAM LLC
Washington
$284K +$2.29K +104 +0.8%
RSWA
203
Robinson Smith Wealth Advisors
Maine
$283K +$22.4K +1,016 +9%
HIA
204
Harbor Investment Advisory
Maryland
$282K +$107K +4,842 +61%
SPWM
205
Straight Path Wealth Management
Michigan
$278K – – –
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$277K +$10.7K +485 +4%
Creative Planning
207
Creative Planning
Kansas
$273K -$28.6K -1,301 -10%
XF
208
XML Financial
Maryland
$271K +$269K +12,238 New
HC
209
Hurley Capital
New York
$271K +$3.08K +140 +1%
KNW
210
Kesler Norman & Wride
Utah
$258K – – –
CPIG
211
Chicago Partners Investment Group
Illinois
$250K +$248K +11,256 New
AA
212
Addison Advisors
Vermont
$249K – – –
AWA
213
Arkadios Wealth Advisors
Georgia
$248K +$26.8K +1,216 +12%
AIA
214
Arcadia Investment Advisors
Idaho
$245K +$54.8K +2,491 +29%
FFG
215
Frisch Financial Group
New York
$235K +$234K +10,611 New
APW
216
Austin Private Wealth
Texas
$234K +$6.71K +305 +3%
DAS
217
Diversify Advisory Services
Utah
$232K +$3.87K +176 +2%
QC
218
Quadrature Capital
United Kingdom
$226K +$224K +10,200 New
OFA
219
Oak Family Advisors
Illinois
$219K -$32.9K -1,496 -13%
SWP
220
Summit Wealth Partners
Florida
$217K – – –
MWA
221
Midland Wealth Advisors
Illinois
$215K +$214K +9,702 New
MC
222
Moors & Cabot
Massachusetts
$214K +$212K +9,651 New
AI
223
Atria Investments
North Carolina
$213K +$4.16K +189 +2%
MFWP
224
Mosaic Family Wealth Partners
Missouri
$213K +$212K +9,620 New
SC
225
Scotia Capital
Ontario, Canada
$210K – – –