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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1L
126
10Elms LLP
Oklahoma
$1.39M +$936K +44,334 +200%
NC
127
NovaPoint Capital
Georgia
$1.36M +$18.6K +879 +1%
AIA
128
AssuredPartners Investment Advisors
Florida
$1.36M +$1.38M +65,329 New
Creative Planning
129
Creative Planning
Kansas
$1.36M +$387K +18,335 +39%
HBT
130
Hills Bank & Trust
Iowa
$1.35M +$1.37M +64,692 New
DWM
131
Drive Wealth Management
Utah
$1.33M -$239K -11,332 -15%
SFS
132
Sowell Financial Services
Arkansas
$1.31M +$507K +24,003 +62%
GWCM
133
Godshalk Welsh Capital Management
Pennsylvania
$1.3M +$908K +43,000 +226%
BONH
134
Bank of New Hampshire
New Hampshire
$1.29M +$157K +7,430 +14%
CP
135
Camelot Portfolios
Ohio
$1.28M +$44.9K +2,126 +4%
PSIWM
136
Paradigm Strategies in Wealth Management
Minnesota
$1.26M -$53.7K -2,545 -4%
NGA
137
Naples Global Advisors
Florida
$1.22M +$127K +6,015 +12%
Stifel Financial
138
Stifel Financial
Missouri
$1.22M -$3.74M -176,976 -75%
MBT
139
Montecito Bank & Trust
California
$1.21M +$224K +10,588 +22%
RBC
140
Roble Belko & Company
Pennsylvania
$1.18M +$751K +35,539 +169%
ST
141
Spinnaker Trust
Maine
$1.15M +$638K +30,189 +122%
CTWM
142
Cherry Tree Wealth Management
Minnesota
$1.14M +$33.4K +1,583 +3%
BI
143
Breachway Investments
Rhode Island
$1.11M +$24.3K +1,150 +2%
NDSI
144
Newman Dignan & Sheerar Inc
Rhode Island
$1.03M +$29.4K +1,390 +3%
SG
145
Strid Group
Pennsylvania
$1.01M +$1.02M +48,394 New
CPIA
146
Cornell Pochily Investment Advisors
New York
$991K +$1M +47,354 New
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$981K +$48.1K +2,277 +5%
GC
148
Gilbert & Cook
Iowa
$978K
OC
149
Oppenheimer & Co
New York
$958K -$31K -1,466 -3%
FCH
150
Freestone Capital Holdings
Washington
$938K -$388K -18,386 -29%