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iShares iBonds 2030 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSG
26
Helen Stephens Group
Texas
$299K
BAM
27
Belpointe Asset Management
Nevada
$298K +$297K +11,273 New
Wells Fargo
28
Wells Fargo
California
$298K +$19.3K +732 +7%
SWM
29
Stockman Wealth Management
Montana
$293K
Osaic Holdings
30
Osaic Holdings
Arizona
$285K +$114K +4,317 +67%
IA
31
IFP Advisors
Florida
$284K -$7.28K -276 -3%
FCH
32
Freestone Capital Holdings
Washington
$265K -$87.9K -3,330 -25%
EIP
33
Ellis Investment Partners
Pennsylvania
$263K +$13.5K +510 +5%
T
34
Tableaux
Massachusetts
$234K -$12.9K -490 -5%
1WM
35
1900 Wealth Management
Texas
$230K +$229K +8,694 New
QCIG
36
Quad-Cities Investment Group
Iowa
$230K +$229K +8,672 New
GPA
37
Guidance Point Advisors
Massachusetts
$214K +$214K +8,091 New
Stifel Financial
38
Stifel Financial
Missouri
$202K +$201K +7,620 New
OCM
39
Orion Capital Management
California
$132K +$52.8K +2,000 +67%
PA
40
Parallel Advisors
California
$89.3K
CB
41
CNB Bank
Pennsylvania
$87.4K +$4.06K +154 +5%
BC
42
Barrett & Company
Rhode Island
$72.5K
AWM
43
AE Wealth Management
Kansas
$43.9K +$40.6K +1,538 +1,282%
NA
44
NewEdge Advisors
Louisiana
$29.6K +$19.3K +732 +189%
HNW
45
High Note Wealth
Minnesota
$24.8K -$24.8K -940 -50%
BTI
46
Blue Trust Inc
Georgia
$20K +$317 +12 +2%
BWL
47
Bogart Wealth LLC
Virginia
$14.9K
HPC
48
HM Payson & Co
Maine
$9.98K
APFP
49
Action Point Financial Planning
Michigan
$2.28K +$2.27K +86 New
HI
50
Harbour Investments
Wisconsin
$1.59K