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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
226
Robinson Smith Wealth Advisors
Maine
$711K +$86.8K +3,745 +14%
CIA
227
Concurrent Investment Advisors
Florida
$704K +$705K +30,409 New
KPWS
228
Kestra Private Wealth Services
Texas
$703K -$10.6K -457 -1%
DWM
229
DecisionMap Wealth Management
Virginia
$701K -$6.72K -290 -0.9%
SPWM
230
Straight Path Wealth Management
Michigan
$699K +$265K +11,445 +61%
OE
231
OFS Enterprise
Nebraska
$689K – – –
SFO
232
Stokes Family Office
Louisiana
$682K +$118K +5,110 +21%
Truist Financial
233
Truist Financial
North Carolina
$682K -$867K -37,395 -56%
DP
234
Dearborn Partners
Illinois
$671K +$63.4K +2,733 +10%
CFMC
235
Curbstone Financial Management Corp
New Hampshire
$666K – – –
RSEWM
236
River's Edge Wealth Management
Pennsylvania
$649K +$23K +994 +4%
RFN
237
Redwood Financial Network
Ohio
$645K -$1.44K -62 -0.2%
CFO
238
CVA Family Office
Colorado
$642K – – –
CA
239
CGN Advisors
Kansas
$638K -$39.3K -1,696 -6%
PAG
240
Private Advisor Group
New Jersey
$634K -$1.48M -64,009 -70%
Jane Street
241
Jane Street
New York
$633K -$1.94M -83,673 -75%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$617K +$120K +5,182 +24%
MFWP
243
Mosaic Family Wealth Partners
Missouri
$610K +$87.4K +3,770 +17%
ASN
244
Advisory Services Network
Georgia
$607K +$24K +1,034 +4%
HW
245
HORAN Wealth
Ohio
$607K +$86.3K +3,725 +17%
VHAM
246
Van Hulzen Asset Management
California
$605K +$15.6K +675 +3%
DWT
247
Dorsey & Whitney Trust
South Dakota
$602K – – –
GVAG
248
Great Valley Advisor Group
Delaware
$594K +$9.06K +391 +2%
AWMG
249
ADG Wealth Management Group
Louisiana
$589K +$348 +15 +0.1%
CA
250
Clearstead Advisors
Ohio
$587K +$3.96K +171 +0.7%