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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AO
251
Advisor OS
Illinois
$208K +$208K +9,960 New
CL
252
Choreo LLC
Illinois
$201K +$201K +9,625 New
PL
253
Plancorp LLC
Missouri
$200K +$2.38K +114 +1%
BWL
254
Bogart Wealth LLC
Virginia
$195K – – –
TC
255
Trust Company
Kansas
$171K – – –
BC
256
Barrett & Company
Rhode Island
$160K -$939 -45 -0.6%
AIM
257
Acropolis Investment Management
Missouri
$144K – – –
AF
258
Allworth Financial
California
$134K +$76.2K +3,652 +132%
HI
259
Harbour Investments
Wisconsin
$118K +$1.4K +67 +1%
PWA
260
Physician Wealth Advisors
Utah
$116K +$116K +5,552 New
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$114K +$115K +5,492 New
PAI
262
Pittenger & Anderson Inc
Nebraska
$104K +$50.1K +2,400 +92%
JP Morgan Chase
263
JP Morgan Chase
New York
$103K -$3.84K -184 -4%
PFO
264
Pioneer Family Office
Florida
$98.8K +$98.9K +4,741 New
BCM
265
Boreal Capital Management
Florida
$83.4K – – –
CB
266
CNB Bank
Pennsylvania
$81.9K +$3.9K +187 +5%
WSFS
267
Wilmington Savings Fund Society
Delaware
$78.2K – – –
BA
268
Ballast Advisors
Minnesota
$60.1K +$30.1K +1,444 +100%
TCOV
269
Trust Company of Vermont
Vermont
$50.7K +$50.8K +2,435 New
PWA
270
Provenance Wealth Advisors
Florida
$50.7K – – –
S
271
SignatureFD
Georgia
$50K +$50.1K +2,400 New
LFG
272
Larson Financial Group
Missouri
$42.2K +$417 +20 +1%
EB
273
Eastern Bank
Massachusetts
$40.6K +$20.9K +1,000 +105%
RF
274
Rossby Financial
Florida
$39.2K +$20.2K +970 +106%
SPIA
275
Steward Partners Investment Advisory
New York
$39.1K – – –