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iShares iBonds Dec 2033 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
76
Reliant Wealth Planning
Kentucky
$957K
CA
77
Clearstead Advisors
Ohio
$866K +$236K +9,059 +37%
FNT
78
First National Trust
Pennsylvania
$853K +$415K +15,901 +93%
MBT
79
Montecito Bank & Trust
California
$827K +$167K +6,382 +25%
Osaic Holdings
80
Osaic Holdings
Arizona
$820K +$421K +16,145 +104%
AA
81
Addison Advisors
Vermont
$808K +$7.83K +300 +1%
GT
82
Glenview Trust
Kentucky
$804K +$339K +13,000 +72%
CCM
83
CFO Capital Management
Connecticut
$803K +$58.7K +2,250 +8%
IA
84
IFP Advisors
Florida
$766K +$27.6K +1,058 +4%
CFO
85
CVA Family Office
Colorado
$753K +$247K +9,480 +48%
JCM
86
Jacobi Capital Management
Pennsylvania
$744K +$101K +3,859 +15%
JP Morgan Chase
87
JP Morgan Chase
New York
$741K +$752K +28,806 New
FWIA
88
Fort Washington Investment Advisors
Ohio
$736K +$5.3K +203 +0.7%
BPA
89
Beacon Pointe Advisors
California
$719K -$64.8K -2,481 -8%
SFO
90
Stokes Family Office
Louisiana
$704K
SIAP
91
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$614K +$25.5K +975 +4%
GFP
92
Gryphon Financial Partners
Ohio
$590K +$152K +5,804 +34%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$586K
1L
94
10Elms LLP
Oklahoma
$579K +$430K +16,490 +279%
NA
95
Nestegg Advisors
New York
$569K -$2.43K -93 -0.4%
VA
96
Valmark Advisers
Ohio
$568K +$132K +5,055 +30%
LIA
97
LBMC Investment Advisors
Tennessee
$552K
IAIM
98
International Assets Investment Management
Florida
$510K
KPWS
99
Kestra Private Wealth Services
Texas
$503K +$43.5K +1,667 +9%
ASN
100
Advisory Services Network
Georgia
$437K +$6.94K +266 +2%