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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
76
McGlone Suttner Wealth Management
Wisconsin
$1.23M +$552K +26,469 +84%
ATC
77
Adirondack Trust Company
New York
$1.19M +$355K +17,049 +44%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$1.09M +$52.3K +2,508 +5%
NC
79
NovaPoint Capital
Georgia
$1.04M +$110K +5,256 +12%
MFG
80
Mendota Financial Group
Wisconsin
$1M +$91.6K +4,393 +10%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$908K +$131K +6,270 +17%
Stifel Financial
82
Stifel Financial
Missouri
$889K +$470K +22,527 +116%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$879K +$448K +21,497 +108%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$844K
OC
85
Oppenheimer & Co
New York
$837K +$613K +29,393 +292%
FNT
86
First National Trust
Pennsylvania
$793K +$779K +37,348 New
MML Investors Services
87
MML Investors Services
Massachusetts
$786K -$60.9K -2,922 -7%
SWM
88
Segment Wealth Management
Texas
$778K +$88.5K +4,245 +13%
MBT
89
Montecito Bank & Trust
California
$776K +$244K +11,706 +47%
CTWM
90
Cherry Tree Wealth Management
Minnesota
$774K +$238K +11,395 +45%
GCA
91
Gradient Capital Advisors
California
$735K
MA
92
Mutual Advisors
Nebraska
$727K -$855 -41 -0.1%
ABC
93
Associated Banc-Corp
Wisconsin
$668K +$27.1K +1,300 +4%
BONH
94
Bank of New Hampshire
New Hampshire
$640K
SWP
95
Summit Wealth Partners
Florida
$629K
PIM
96
Penobscot Investment Management
Massachusetts
$616K +$190K +9,100 +46%
KHC
97
Koesten Hirschmann & Crabtree
Kansas
$611K +$11.5K +550 +2%
GMFG
98
Greater Midwest Financial Group
Minnesota
$610K -$12.7K -608 -2%
SWC
99
Spectrum Wealth Counsel
Indiana
$577K
Comerica Bank
100
Comerica Bank
Texas
$572K +$17.9K +860 +3%