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iShares iBonds Dec 2031 Term Corporate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 James Rankin Modern Wealth Management, LLC | 122,246 | $2.55M | $2.47M | -$82,521.4 | -3.24% |
 Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 203,531 | $4.24M | $4.11M | -$128,724.36 | -3.04% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 117,475 | $2.44M | $2.37M | -$70,381.73 | -2.89% |
 Leslie D. Thompson Spectrum Wealth Counsel, LLC | 25,438 | $526,382.97 | $512,448.51 | -$13,934.46 | -2.65% |
 Mark Weiskind Fairway Wealth LLC | 1,745 | $36,366 | $35,222.82 | -$1,143.18 | -3.14% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,376 | $28,800 | $27,753.92 | -$1,046.08 | -3.63% |
 Janice M. Powell Diversify Advisory Services, LLC | 10,830 | $223,315 | $218,495.25 | -$4,819.75 | -2.16% |
 CLINE REASOR Gratus Wealth Advisors, LLC | 12,693 | $264,245.47 | $256,398.6 | -$7,846.87 | -2.97% |
 Robert Phillips Greater Midwest Financial Group, LLC | 21,172 | $439,473.48 | $426,933.38 | -$12,540.1 | -2.85% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,830 | $223,315 | $218,441.1 | -$4,873.9 | -2.18% |
 Cass A. Gilbert Gilbert Capital Group, Inc. | 16,144 | $341,101.24 | $325,382.32 | -$15,718.92 | -4.61% |
 Howard Teutsch Arcadia Investment Advisors LLC | 13,580 | $272,415 | $273,840.7 | $1,425.7 | 0.52% |
 Mark T. Williams InvesTrust | 74,722 | $1.52M | $1.51M | -$16,694.53 | -1.1% |
 Bradley Wilson Crews Bank & Trust | 20,860 | $438,122.7 | $420,433.3 | -$17,689.4 | -4.04% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 27,260 | $555,410.79 | $549,152.7 | -$6,258.09 | -1.13% |
 AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 91,206 | $1.9M | $1.84M | -$64,694.8 | -3.4% |
 Rossby Financial LLC Rossby Financial LLC | 1,881 | $39,148.08 | $37,920.96 | -$1,227.12 | -3.13% |
| JH Julie Hazzard 10Elms LLP | 111,263 | $2.33M | $2.24M | -$83,386.5 | -3.59% |
 Wilkins Miller Wealth Management LLC Wilkins Miller Wealth Management LLC | 204,921 | $4.26M | $4.13M | -$121,084.26 | -2.85% |
 TFR Capital LLC TFR Capital LLC | 13,172 | $274,504 | $266,008.54 | -$8,495.46 | -3.09% |
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