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iShares iBonds Dec 2033 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$1.08M +$233K +9,083 +27%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.06M +$134K +5,215 +14%
SWM
53
Segment Wealth Management
Texas
$1.05M +$829K +32,360 +341%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.04M +$86.1K +3,363 +9%
PSIWM
55
Paradigm Strategies in Wealth Management
Minnesota
$1.03M +$25.3K +989 +2%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$943K +$962K +37,576 New
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$907K +$925K +36,116 New
ABC
58
Associated Banc-Corp
Wisconsin
$808K +$204K +7,950 +33%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$743K +$26K +1,016 +4%
JP Morgan Chase
60
JP Morgan Chase
New York
$697K -$1.16M -45,362 -62%
Osaic Holdings
61
Osaic Holdings
Arizona
$689K -$29.1K -1,138 -4%
MBT
62
Montecito Bank & Trust
California
$682K
MFG
63
Mendota Financial Group
Wisconsin
$612K +$271K +10,596 +77%
FMWA
64
Forvis Mazars Wealth Advisors
Missouri
$569K
SFO
65
Stokes Family Office
Louisiana
$558K +$64K +2,500 +13%
ATC
66
Adirondack Trust Company
New York
$504K +$333K +13,000 +184%
CFO
67
CVA Family Office
Colorado
$494K
MIH
68
Meitav Investment House
Israel
$486K +$497K +19,404 New
AAS
69
Avantax Advisory Services
Texas
$478K +$78K +3,046 +19%
AA
70
Addison Advisors
Vermont
$445K +$31.4K +1,225 +7%
FF
71
Farnam Financial
Arizona
$397K +$405K +15,810 New
JCM
72
Jacobi Capital Management
Pennsylvania
$380K +$125K +4,862 +47%
IA
73
IFP Advisors
Florida
$363K +$84.9K +3,316 +30%
Stifel Financial
74
Stifel Financial
Missouri
$359K -$12.7K -497 -3%
BPA
75
Beacon Pointe Advisors
California
$349K +$47.2K +1,843 +15%