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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
76
Quantum Financial Advisors
California
$1.93M +$134K +6,508 +8%
CL
77
COWA LLC
Oklahoma
$1.83M +$1.54M +75,257 +572%
DWM
78
Drive Wealth Management
Utah
$1.73M +$1.71M +83,217 New
SWM
79
Segment Wealth Management
Texas
$1.68M +$160K +7,820 +11%
Mariner
80
Mariner
Kansas
$1.68M +$61.7K +3,009 +4%
RW
81
REDW Wealth
New Mexico
$1.67M -$707K -34,441 -30%
SFB
82
STAR Financial Bank
Indiana
$1.63M +$741K +36,110 +85%
CP
83
Camelot Portfolios
Ohio
$1.62M +$826K +40,263 +107%
CCM
84
Coldstream Capital Management
Washington
$1.57M
UCFA
85
United Capital Financial Advisors
Texas
$1.51M +$52.6K +2,563 +4%
Creative Planning
86
Creative Planning
Kansas
$1.43M +$584K +28,470 +70%
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$1.42M +$75.8K +3,692 +6%
MSWM
88
McGlone Suttner Wealth Management
Wisconsin
$1.28M +$15.7K +765 +1%
BAM
89
Beaumont Asset Management
Texas
$1.19M +$1.17M +57,220 New
LHC
90
Little House Capital
Massachusetts
$1.13M +$32.7K +1,593 +3%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M +$110K +5,360 +11%
CTA
92
Chesley Taft & Associates
Illinois
$1.11M +$371K +18,100 +51%
NC
93
NovaPoint Capital
Georgia
$1.08M +$19.1K +933 +2%
CTWM
94
Cherry Tree Wealth Management
Minnesota
$960K +$97.7K +4,759 +11%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$946K -$174K -8,488 -16%
Stifel Financial
96
Stifel Financial
Missouri
$933K +$31.6K +1,542 +4%
ABC
97
Associated Banc-Corp
Wisconsin
$918K +$73.7K +3,589 +9%
OC
98
Oppenheimer & Co
New York
$888K +$49.7K +2,421 +6%
BFG
99
Beacon Financial Group
Texas
$863K +$97.8K +4,768 +13%
PIM
100
Penobscot Investment Management
Massachusetts
$859K +$103K +5,000 +14%