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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
126
Yoder Wealth Management
California
$490K
JCM
127
Jacobi Capital Management
Pennsylvania
$476K +$60.1K +2,929 +15%
DWT
128
Dorsey & Whitney Trust
South Dakota
$457K
GMFG
129
Greater Midwest Financial Group
Minnesota
$446K -$68K -3,315 -13%
SWA
130
Sax Wealth Advisors
New Jersey
$437K +$432K +21,042 New
RBC
131
Roble Belko & Company
Pennsylvania
$436K +$23.1K +1,127 +6%
MA
132
Mutual Advisors
Nebraska
$430K -$273K -13,286 -39%
LF
133
Lee Financial
Texas
$415K
BCM
134
Brookstone Capital Management
Illinois
$402K -$157K -7,657 -28%
MW
135
Members Wealth
Pennsylvania
$379K
EWS
136
Evergreen Wealth Solutions
Pennsylvania
$373K
NDSI
137
Newman Dignan & Sheerar Inc
Rhode Island
$373K +$40.5K +1,973 +12%
AAS
138
Avantax Advisory Services
Texas
$369K +$61.6K +3,000 +20%
Citadel Advisors
139
Citadel Advisors
Florida
$347K -$4.59M -223,753 -93%
DWM
140
DecisionMap Wealth Management
Virginia
$345K +$102K +4,966 +43%
FIB
141
First Interstate Bank
Montana
$324K
SG
142
StoneX Group
New York
$318K +$34.3K +1,670 +12%
PCM
143
Passive Capital Management
Maryland
$314K +$310K +15,128 New
LCC
144
Lincoln Capital Corp
Rhode Island
$309K +$43.5K +2,121 +17%
CSP
145
Cary Street Partners
Virginia
$297K +$18K +877 +7%
CTC
146
Central Trust Company
Missouri
$292K +$122K +5,964 +74%
RW
147
RVW Wealth
California
$284K
TFS
148
Thoroughbred Financial Services
Tennessee
$280K +$44K +2,144 +19%
ASN
149
Advisory Services Network
Georgia
$278K +$275K +13,412 New
PWA
150
Provenance Wealth Advisors
Florida
$272K +$49.9K +2,433 +23%