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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Coldstream Capital Management
Washington
$1.49M -$51.5K -2,466 -3%
BWM
127
Bullock Wealth Management
Indiana
$1.48M +$1.49M +71,524 New
BFG
128
Beacon Financial Group
Texas
$1.48M -$60.4K -2,897 -4%
RCA
129
Resonant Capital Advisors
Wisconsin
$1.47M -$122K -5,839 -8%
SG
130
Strid Group
Pennsylvania
$1.46M +$447K +21,442 +44%
Stifel Financial
131
Stifel Financial
Missouri
$1.45M +$235K +11,280 +19%
GWCM
132
Godshalk Welsh Capital Management
Pennsylvania
$1.43M +$136K +6,500 +10%
PAS
133
Park Avenue Securities
New York
$1.43M -$20.9K -1,003 -1%
SFS
134
Sowell Financial Services
Arkansas
$1.43M +$122K +5,865 +9%
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$1.4M +$714K +34,236 +104%
NC
136
NovaPoint Capital
Georgia
$1.39M +$32.1K +1,540 +2%
Creative Planning
137
Creative Planning
Kansas
$1.38M +$27K +1,292 +2%
CP
138
Camelot Portfolios
Ohio
$1.36M +$82.8K +3,967 +6%
DWM
139
Drive Wealth Management
Utah
$1.32M -$4.84K -232 -0.4%
MBT
140
Montecito Bank & Trust
California
$1.31M +$106K +5,103 +9%
BONH
141
Bank of New Hampshire
New Hampshire
$1.28M
BI
142
Breachway Investments
Rhode Island
$1.28M +$169K +8,100 +15%
ACM
143
Absolute Capital Management
Pennsylvania
$1.26M +$1.26M +60,512 New
NGA
144
Naples Global Advisors
Florida
$1.26M +$41.3K +1,980 +3%
IWC
145
Integrated Wealth Concepts
Massachusetts
$1.22M +$576K +27,602 +89%
PSIWM
146
Paradigm Strategies in Wealth Management
Minnesota
$1.2M -$54.7K -2,621 -4%
OC
147
Oppenheimer & Co
New York
$1.19M +$232K +11,123 +24%
MFG
148
Merit Financial Group
Georgia
$1.13M +$298K +14,293 +36%
NDSI
149
Newman Dignan & Sheerar Inc
Rhode Island
$1.12M +$91.8K +4,400 +9%
JCM
150
Jacobi Capital Management
Pennsylvania
$1.08M +$260K +12,469 +32%