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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
126
Newman Dignan & Sheerar Inc
Rhode Island
$584K +$202K +9,788 +54%
MA
127
MONECO Advisors
Connecticut
$583K – – –
CWM
128
Centricity Wealth Management
Ohio
$574K +$20K +970 +4%
SWP
129
Summit Wealth Partners
Florida
$558K -$64.1K -3,105 -10%
JCM
130
Jacobi Capital Management
Pennsylvania
$535K +$52K +2,518 +11%
MFG
131
Merit Financial Group
Georgia
$524K +$514K +24,908 New
SFO
132
Stokes Family Office
Louisiana
$520K – – –
DWM
133
DecisionMap Wealth Management
Virginia
$500K +$147K +7,136 +43%
YWM
134
Yoder Wealth Management
California
$497K – – –
LWANC
135
Laurel Wealth Advisors (North Carolina)
North Carolina
$492K +$262K +12,700 +119%
GFP
136
Gryphon Financial Partners
Ohio
$488K +$479K +23,202 New
Osaic Holdings
137
Osaic Holdings
Arizona
$485K -$268K -12,972 -36%
DWT
138
Dorsey & Whitney Trust
South Dakota
$463K – – –
RBC
139
Roble Belko & Company
Pennsylvania
$442K – – –
AMM
140
American Money Management
California
$442K +$434K +21,001 New
MML Investors Services
141
MML Investors Services
Massachusetts
$440K -$355K -17,188 -45%
MA
142
Mutual Advisors
Nebraska
$437K +$2.83K +137 +0.7%
CTC
143
Central Trust Company
Missouri
$424K +$125K +6,068 +43%
LF
144
Lee Financial
Texas
$421K – – –
GMFG
145
Greater Midwest Financial Group
Minnesota
$420K -$31.4K -1,521 -7%
FCM
146
Fortis Capital Management
Washington
$416K -$220K -10,631 -35%
AAS
147
Avantax Advisory Services
Texas
$390K +$14.9K +721 +4%
SWA
148
Sax Wealth Advisors
New Jersey
$380K -$61.1K -2,960 -14%
BCM
149
Brookstone Capital Management
Illinois
$379K -$28.4K -1,375 -7%
SFS
150
Sowell Financial Services
Arkansas
$367K +$360K +17,453 New