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iShares iBonds Dec 2032 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
Lyell Wealth Management
California
$4.01M +$1.79M +72,100 +81%
Stifel Financial
27
Stifel Financial
Missouri
$3.89M +$238K +9,595 +7%
4FG
28
4Thought Financial Group
New York
$3.84M +$253K +10,206 +7%
US Bancorp
29
US Bancorp
Minnesota
$3.7M +$3.7M +149,325 New
BFEC
30
Benjamin F. Edwards & Company
Missouri
$3.35M +$163K +6,597 +5%
SSB
31
Sandy Spring Bank
Maryland
$3.34M +$506K +20,427 +18%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$3.02M +$3.01M +121,675 New
EPW
33
Evergreen Private Wealth
Colorado
$2.9M +$2.89M +116,746 New
VVP
34
Venture Visionary Partners
Ohio
$2.51M +$605K +24,401 +32%
PA
35
Parallel Advisors
California
$2.41M +$1.09M +44,143 +83%
MA
36
MCF Advisors
Kentucky
$2.29M +$88.9K +3,587 +4%
CA
37
CGN Advisors
Kansas
$2.21M -$530K -21,394 -19%
SWMG
38
Signature Wealth Management Group
Georgia
$2.07M +$894K +36,076 +72%
ACS
39
Archford Capital Strategies
Illinois
$2.03M -$18.7K -756 -0.9%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1.98M +$423K +17,079 +27%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.78M +$942K +38,037 +113%
PA
42
Probity Advisors
Texas
$1.77M +$821K +33,143 +87%
RJA
43
Raymond James & Associates
Florida
$1.66M +$564K +22,770 +52%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.57M +$9.74K +393 +0.6%
Jane Street
45
Jane Street
New York
$1.42M +$1.41M +57,056 New
QFA
46
Quantum Financial Advisors
California
$1.33M +$1.33M +53,726 New
RW
47
REDW Wealth
New Mexico
$1.28M +$471K +18,990 +58%
Mariner
48
Mariner
Kansas
$1.2M +$763K +30,783 +176%
CCM
49
Coldstream Capital Management
Washington
$1.07M +$50.3K +2,032 +5%
MSWM
50
McGlone Suttner Wealth Management
Wisconsin
$1.01M +$472K +19,040 +88%