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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$493K +$165K +8,042 +51%
YWM
127
Yoder Wealth Management
California
$490K – – –
JCM
128
Jacobi Capital Management
Pennsylvania
$476K +$60.1K +2,929 +15%
DWT
129
Dorsey & Whitney Trust
South Dakota
$457K – – –
GMFG
130
Greater Midwest Financial Group
Minnesota
$446K -$68K -3,315 -13%
SWA
131
Sax Wealth Advisors
New Jersey
$437K +$432K +21,042 New
RBC
132
Roble Belko & Company
Pennsylvania
$436K +$23.1K +1,127 +6%
MA
133
Mutual Advisors
Nebraska
$430K -$273K -13,286 -39%
LF
134
Lee Financial
Texas
$415K – – –
BCM
135
Brookstone Capital Management
Illinois
$402K -$157K -7,657 -28%
MW
136
Members Wealth
Pennsylvania
$379K – – –
EWS
137
Evergreen Wealth Solutions
Pennsylvania
$373K – – –
NDSI
138
Newman Dignan & Sheerar Inc
Rhode Island
$373K +$40.5K +1,973 +12%
AAS
139
Avantax Advisory Services
Texas
$369K +$61.6K +3,000 +20%
Citadel Advisors
140
Citadel Advisors
Florida
$347K -$4.59M -223,753 -93%
DWM
141
DecisionMap Wealth Management
Virginia
$345K +$102K +4,966 +43%
FIB
142
First Interstate Bank
Montana
$324K – – –
SG
143
StoneX Group
New York
$318K +$34.3K +1,670 +12%
PCM
144
Passive Capital Management
Maryland
$314K +$310K +15,128 New
LCC
145
Lincoln Capital Corp
Rhode Island
$309K +$43.5K +2,121 +17%
CSP
146
Cary Street Partners
Virginia
$297K +$18K +877 +7%
CTC
147
Central Trust Company
Missouri
$292K +$122K +5,964 +74%
RW
148
RVW Wealth
California
$284K – – –
TFS
149
Thoroughbred Financial Services
Tennessee
$280K +$44K +2,144 +19%
ASN
150
Advisory Services Network
Georgia
$278K +$275K +13,412 New