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iShares iBonds Dec 2032 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
151
Redwood Financial Network
Ohio
$417K +$142K +5,583 +51%
DWT
152
Dorsey & Whitney Trust
South Dakota
$404K – – –
MA
153
Mutual Advisors
Nebraska
$395K -$842 -33 -0.2%
CSP
154
Cary Street Partners
Virginia
$384K +$25.4K +994 +7%
DF
155
Daviman Financial
Indiana
$356K +$109K +4,256 +43%
JIR
156
James Investment Research
Ohio
$355K – – –
DWM
157
Diversify Wealth Management
Utah
$348K +$352K +13,790 New
DAS
158
Diversify Advisory Services
Utah
$348K +$352K +13,789 New
BCV
159
Banque Cantonale Vaudoise
Switzerland
$325K +$203K +7,970 +162%
MFG
160
Merit Financial Group
Georgia
$324K +$57.3K +2,245 +21%
GDP
161
Great Diamond Partners
Maine
$318K +$92K +3,605 +40%
IWC
162
Integrated Wealth Concepts
Massachusetts
$316K -$232K -9,104 -42%
Truist Financial
163
Truist Financial
North Carolina
$315K +$4.34K +170 +1%
PIM
164
Penobscot Investment Management
Massachusetts
$311K – – –
NA
165
Nestegg Advisors
New York
$308K +$1.94K +76 +0.6%
BONH
166
Bank of New Hampshire
New Hampshire
$304K +$102K +4,000 +50%
AIA
167
AssuredPartners Investment Advisors
Florida
$304K +$307K +12,044 New
GVAG
168
Great Valley Advisor Group
Delaware
$297K +$2.35K +92 +0.8%
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$277K +$46.7K +1,830 +20%
HBT
170
Hills Bank & Trust
Iowa
$266K +$269K +10,537 New
SWA
171
Sax Wealth Advisors
New Jersey
$265K – – –
CHA
172
Cooper/Haims Advisors
New York
$263K – – –
SWP
173
Stratos Wealth Partners
Ohio
$261K +$263K +10,322 New
MML Investors Services
174
MML Investors Services
Massachusetts
$254K -$31.2K -1,222 -11%
CA
175
CGN Advisors
Kansas
$252K +$255K +9,984 New