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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
176
Journey Advisory Group
Kentucky
$240K +$235K +11,400 New
RWP
177
Reliant Wealth Planning
Kentucky
$234K +$230K +11,138 New
LIM
178
Leavell Investment Management
Alabama
$228K +$224K +10,860 New
NL
179
NWAM LLC
Washington
$227K +$224K +10,860 New
Truist Financial
180
Truist Financial
North Carolina
$221K +$217K +10,527 New
PGAM
181
Princeton Global Asset Management
New Jersey
$221K +$66.5K +3,221 +44%
JBA
182
Johnson Bixby & Associates
Washington
$219K +$2.64K +128 +1%
BBHC
183
Brown Brothers Harriman & Co
New York
$217K +$213K +10,300 New
SC
184
Scotia Capital
Ontario, Canada
$210K -$39.2K -1,900 -16%
AI
185
Atria Investments
North Carolina
$209K +$205K +9,932 New
AWP
186
Accretive Wealth Partners
New Jersey
$203K +$199K +9,633 New
4WM
187
4J Wealth Management
Virginia
$201K +$197K +9,560 New
TC
188
Trust Company
Kansas
$142K +$39.8K +1,929 +40%
BCV
189
Banque Cantonale Vaudoise
Switzerland
$135K – – –
HI
190
Harbour Investments
Wisconsin
$125K +$1.34K +65 +1%
BWL
191
Bogart Wealth LLC
Virginia
$110K – – –
SPIA
192
Steward Partners Investment Advisory
New York
$107K +$88.3K +4,277 +543%
FFA
193
Farther Finance Advisors
California
$85.3K -$5.58K -270 -6%
BCM
194
Boreal Capital Management
Florida
$84.2K – – –
FHA
195
First Horizon Advisors
Tennessee
$82.4K – – –
HIA
196
Harbor Investment Advisory
Maryland
$52.6K – – –
LFG
197
Larson Financial Group
Missouri
$45.5K -$25.3K -1,223 -36%
AF
198
Allworth Financial
California
$43.2K +$12.9K +627 +44%
UCB
199
United Community Bank
South Carolina
$39.7K +$19K +920 +95%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$28.8K +$28.2K +1,367 New