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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Barrett & Company
Rhode Island
$159K +$117K +5,545 +253%
AIM
252
Acropolis Investment Management
Missouri
$144K +$146K +6,890 New
IWS
253
Intentional Wealth Strategies
Colorado
$126K +$127K +5,998 New
HIA
254
Harbor Investment Advisory
Maryland
$125K +$61.6K +2,916 +95%
HI
255
Harbour Investments
Wisconsin
$117K +$866 +41 +0.7%
JP Morgan Chase
256
JP Morgan Chase
New York
$107K +$106K +5,004 +3,971%
PFO
257
Pioneer Family Office
Florida
$99.2K -$100K -4,741 Closed
BCM
258
Boreal Capital Management
Florida
$83.7K
WSFS
259
Wilmington Savings Fund Society
Delaware
$78.5K
CB
260
CNB Bank
Pennsylvania
$78.3K -$380 -18 -0.5%
GSEP
261
Golden State Equity Partners
California
$62.8K +$63.4K +3,000 New
AF
262
Allworth Financial
California
$58K +$23.6K +1,118 +68%
MGI
263
Miller Global Investments
Texas
$55K +$55.5K +2,630 New
PAI
264
Pittenger & Anderson Inc
Nebraska
$54.4K +$54.9K +2,600 New
PWA
265
Provenance Wealth Advisors
Florida
$50.9K
LFG
266
Larson Financial Group
Missouri
$42K +$253 +12 +0.6%
CCWM
267
Cassaday & Co Wealth Management
Virginia
$40.9K +$41.2K +1,952 New
SPIA
268
Steward Partners Investment Advisory
New York
$39.3K -$82.4K -3,902 -68%
UCB
269
United Community Bank
South Carolina
$38.4K +$38.8K +1,835 New
PTC
270
Private Trust Company
Ohio
$34.3K
BA
271
Ballast Advisors
Minnesota
$30.2K +$30.5K +1,442 New
ATPW
272
Ashton Thomas Private Wealth
Arizona
$28.8K +$29.1K +1,376 New
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$28.6K +$28.9K +1,367 New
CAL
274
Capital Analysts LLC
Pennsylvania
$28K
PFM
275
Phillips Financial Management
Indiana
$26.7K