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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
226
Simon Quick Advisors
New Jersey
$364K +$360K +15,604 New
SPWM
227
Straight Path Wealth Management
Michigan
$360K
RFG
228
RFP Financial Group
Georgia
$354K +$349K +15,152 New
SG
229
StoneX Group
New York
$351K +$17.9K +775 +5%
4WM
230
4J Wealth Management
Virginia
$350K
LF
231
Lee Financial
Texas
$339K
AFG
232
Atomi Financial Group
New York
$325K +$75.3K +3,266 +31%
JBA
233
Johnson Bixby & Associates
Washington
$319K -$43.2K -1,875 -12%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$318K -$276K -11,984 -47%
PJSIMP
235
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K
RW
236
REDW Wealth
New Mexico
$313K
UCB
237
United Community Bank
South Carolina
$308K +$18.9K +820 +7%
SCG
238
Sonata Capital Group
Washington
$294K +$291K +12,600 New
ASN
239
Advisory Services Network
Georgia
$289K +$56.2K +2,437 +24%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$288K +$285K +12,337 New
EW
241
Element Wealth
Mississippi
$284K
MC
242
Moors & Cabot
Massachusetts
$278K +$30.7K +1,333 +13%
HPC
243
HM Payson & Co
Maine
$276K -$19.2K -831 -7%
PS
244
Principal Securities
Iowa
$275K +$11K +478 +4%
SPIA
245
Steward Partners Investment Advisory
New York
$261K +$192K +8,337 +292%
AA
246
Addison Advisors
Vermont
$260K -$346 -15 -0.1%
PGAM
247
Princeton Global Asset Management
New Jersey
$260K +$87.6K +3,796 +52%
HFA
248
Highland Financial Advisors
New Jersey
$259K
NL
249
NWAM LLC
Washington
$258K +$256K +11,103 New
MFWP
250
Mosaic Family Wealth Partners
Missouri
$246K +$243K +10,523 New