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iShares iBonds Dec 2031 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
176
Evergreen Wealth Solutions
Pennsylvania
$317K – – –
CSP
177
Cary Street Partners
Virginia
$314K +$9.94K +472 +3%
RW
178
RVW Wealth
California
$302K +$11.4K +539 +4%
LCC
179
Lincoln Capital Corp
Rhode Island
$287K -$22.5K -1,070 -7%
PWA
180
Provenance Wealth Advisors
Florida
$278K – – –
GWA
181
Gratus Wealth Advisors
Virginia
$269K – – –
XF
182
XML Financial
Maryland
$262K +$260K +12,347 New
AWP
183
Accretive Wealth Partners
New Jersey
$260K +$55.4K +2,632 +27%
MWM
184
MinichMacGregor Wealth Management
New York
$259K – – –
CPIG
185
Chicago Partners Investment Group
Illinois
$252K +$248K +11,788 New
GCG
186
Gilbert Capital Group
Maine
$249K +$247K +11,721 New
KNW
187
Kesler Norman & Wride
Utah
$242K – – –
RWP
188
Reliant Wealth Planning
Kentucky
$236K – – –
NL
189
NWAM LLC
Washington
$234K +$2.55K +121 +1%
Truist Financial
190
Truist Financial
North Carolina
$229K +$5.5K +261 +2%
MML Investors Services
191
MML Investors Services
Massachusetts
$228K -$214K -10,155 -49%
PGAM
192
Princeton Global Asset Management
New Jersey
$224K +$1.47K +70 +0.7%
JBA
193
Johnson Bixby & Associates
Washington
$224K +$2.63K +125 +1%
AI
194
Atria Investments
North Carolina
$219K +$7.9K +375 +4%
BBHC
195
Brown Brothers Harriman & Co
New York
$219K – – –
SC
196
Scotia Capital
Ontario, Canada
$212K – – –
SFB
197
STAR Financial Bank
Indiana
$211K -$1.68M -79,950 -89%
ACM
198
Absolute Capital Management
Pennsylvania
$209K +$208K +9,861 New
AFG
199
Atomi Financial Group
New York
$204K +$202K +9,599 New
TFS
200
Thoroughbred Financial Services
Tennessee
$203K -$67.3K -3,193 -25%