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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Mutual Advisors
Nebraska
$421K -$165K -7,048 -28%
T
227
Tableaux
Massachusetts
$406K +$9.6K +411 +2%
EWS
228
Evergreen Wealth Solutions
Pennsylvania
$405K -$23 -1 -0%
SG
229
StoneX Group
New York
$393K +$39.8K +1,705 +11%
FFA
230
Farther Finance Advisors
California
$384K +$337K +14,415 +738%
PGAM
231
Princeton Global Asset Management
New Jersey
$377K +$115K +4,943 +44%
LNB
232
Ledyard National Bank
$371K +$370K +15,820 New
SQA
233
Simon Quick Advisors
New Jersey
$366K – – –
AA
234
Ancora Advisors
Ohio
$364K -$29.8K -1,276 -8%
SPWM
235
Straight Path Wealth Management
Michigan
$362K – – –
SWP
236
Summit Wealth Partners
Florida
$362K +$361K +15,436 New
AFG
237
Atomi Financial Group
New York
$360K +$33.8K +1,447 +10%
EH
238
Equitable Holdings
New York
$357K +$140K +6,010 +65%
BCV
239
Banque Cantonale Vaudoise
Switzerland
$356K +$131K +5,613 +59%
MC
240
Moors & Cabot
Massachusetts
$350K +$69.8K +2,990 +25%
LF
241
Lee Financial
Texas
$341K – – –
ASN
242
Advisory Services Network
Georgia
$340K +$47.9K +2,050 +17%
4WM
243
4J Wealth Management
Virginia
$333K -$18.8K -804 -5%
JBA
244
Johnson Bixby & Associates
Washington
$324K +$3.71K +159 +1%
PJSIMP
245
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K – – –
RW
246
REDW Wealth
New Mexico
$315K – – –
EW
247
Element Wealth
Mississippi
$312K +$26.1K +1,118 +9%
UCB
248
United Community Bank
South Carolina
$310K – – –
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$297K +$7.26K +311 +3%
Bank of New York Mellon
250
Bank of New York Mellon
New York
$295K +$75K +3,212 +34%