We are live on ! Find out more
IBDW icon

iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
MONECO Advisors
Connecticut
$583K
CWM
127
Centricity Wealth Management
Ohio
$574K +$20K +970 +4%
SWP
128
Summit Wealth Partners
Florida
$558K -$64.1K -3,105 -10%
JCM
129
Jacobi Capital Management
Pennsylvania
$535K +$52K +2,518 +11%
MFG
130
Merit Financial Group
Georgia
$524K +$514K +24,908 New
SFO
131
Stokes Family Office
Louisiana
$520K
DWM
132
DecisionMap Wealth Management
Virginia
$500K +$147K +7,136 +43%
YWM
133
Yoder Wealth Management
California
$497K
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$492K +$262K +12,700 +119%
GFP
135
Gryphon Financial Partners
Ohio
$488K +$479K +23,202 New
Osaic Holdings
136
Osaic Holdings
Arizona
$485K -$268K -12,972 -36%
DWT
137
Dorsey & Whitney Trust
South Dakota
$463K
RBC
138
Roble Belko & Company
Pennsylvania
$442K
AMM
139
American Money Management
California
$442K +$434K +21,001 New
MML Investors Services
140
MML Investors Services
Massachusetts
$440K -$355K -17,188 -45%
MA
141
Mutual Advisors
Nebraska
$437K +$2.83K +137 +0.7%
CTC
142
Central Trust Company
Missouri
$424K +$125K +6,068 +43%
LF
143
Lee Financial
Texas
$421K
GMFG
144
Greater Midwest Financial Group
Minnesota
$420K -$31.4K -1,521 -7%
FCM
145
Fortis Capital Management
Washington
$416K -$220K -10,631 -35%
AAS
146
Avantax Advisory Services
Texas
$390K +$14.9K +721 +4%
SWA
147
Sax Wealth Advisors
New Jersey
$380K -$61.1K -2,960 -14%
BCM
148
Brookstone Capital Management
Illinois
$379K -$28.4K -1,375 -7%
SFS
149
Sowell Financial Services
Arkansas
$367K +$360K +17,453 New
SQA
150
Simon Quick Advisors
New Jersey
$366K +$359K +17,387 New