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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
51
Sarver Vrooman Wealth Advisors
Missouri
$546K +$287K +10,943 +113%
RWP
52
Reliant Wealth Planning
Kentucky
$504K -$198K -7,553 -28%
ABC
53
Associated Banc-Corp
Wisconsin
$497K +$218K +8,313 +80%
LWM
54
Lyell Wealth Management
California
$469K +$464K +17,725 New
ASN
55
Advisory Services Network
Georgia
$469K +$2.85K +109 +0.6%
MSWM
56
McGlone Suttner Wealth Management
Wisconsin
$447K +$5K +191 +1%
GCA
57
Gradient Capital Advisors
California
$446K +$44.2K +1,688 +11%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$418K +$414K +15,796 New
GMFG
59
Greater Midwest Financial Group
Minnesota
$412K +$6.57K +251 +2%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$409K
SW
61
Simplicity Wealth
New Jersey
$400K +$396K +15,130 New
LIA
62
LBMC Investment Advisors
Tennessee
$386K
SG
63
StoneX Group
New York
$376K +$34.9K +1,332 +10%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$371K +$367K +14,024 New
BPA
65
Beacon Pointe Advisors
California
$345K +$107K +4,087 +46%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$341K -$67.1K -2,562 -17%
GT
67
Glenview Trust
Kentucky
$334K +$13.1K +500 +4%
MML Investors Services
68
MML Investors Services
Massachusetts
$312K +$71.5K +2,732 +30%
VA
69
Valmark Advisers
Ohio
$302K +$76.2K +2,912 +34%
PAG
70
Private Advisor Group
New Jersey
$293K
IA
71
IFP Advisors
Florida
$271K -$3.93K -150 -1%
SIM
72
Seaview Investment Managers
Florida
$269K +$1.96K +75 +0.7%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$262K +$172K +6,587 +198%
KPWS
74
Kestra Private Wealth Services
Texas
$242K -$42.8K -1,636 -15%
WMWM
75
Wilkins Miller Wealth Management
Alabama
$241K +$238K +9,087 New