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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
226
Betterment LLC
New York
$287K +$46.9K +2,248 +20%
RWP
227
Reliant Wealth Planning
Kentucky
$281K – – –
IWM
228
IHT Wealth Management
Illinois
$281K +$3.3K +158 +1%
AA
229
Addison Advisors
Vermont
$278K -$60.8K -2,915 -18%
TC
230
TFR Capital
Texas
$275K +$275K +13,172 New
BFP
231
Beacon Financial Planning
Massachusetts
$272K +$14.2K +679 +5%
GWA
232
Gratus Wealth Advisors
Virginia
$265K – – –
AWE
233
Avidian Wealth Enterprises
Texas
$261K +$37.5K +1,799 +17%
KNW
234
Kesler Norman & Wride
Utah
$258K – – –
MWM
235
MinichMacGregor Wealth Management
New York
$254K – – –
JBA
236
Johnson Bixby & Associates
Washington
$248K +$2.04K +98 +0.8%
LCC
237
Lincoln Capital Corp
Rhode Island
$247K +$21.4K +1,025 +9%
JAG
238
Journey Advisory Group
Kentucky
$246K – – –
FF
239
Farnam Financial
Arizona
$243K – – –
GHA
240
Granite Harbor Advisors
Texas
$241K – – –
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$239K +$26.5K +1,271 +12%
NL
242
NWAM LLC
Washington
$236K +$2.63K +126 +1%
HA
243
Hanover Advisors
South Carolina
$232K +$10.6K +508 +5%
DAS
244
Diversify Advisory Services
Utah
$223K +$226K +10,830 New
DWM
245
Diversify Wealth Management
Utah
$223K +$226K +10,830 New
GRP
246
Global Retirement Partners
California
$221K +$221K +10,602 New
TFS
247
Thoroughbred Financial Services
Tennessee
$216K +$11K +527 +5%
MML Investors Services
248
MML Investors Services
Massachusetts
$215K -$1.48K -71 -0.7%
MC
249
Moors & Cabot
Massachusetts
$214K +$214K +10,246 New
SC
250
Scotia Capital
Ontario, Canada
$208K – – –