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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
251
Smith, Moore & Co
Missouri
$581K -$91.4K -3,942 -14%
FAL
252
Focused Alpha LLC
Colorado
$580K -$7K -302 -1%
EIP
253
Ellis Investment Partners
Pennsylvania
$562K +$9.09K +392 +2%
T
254
Tableaux
Massachusetts
$547K -$50.8K -2,190 -8%
AT
255
American Trust
Kentucky
$543K – – –
FCH
256
Freestone Capital Holdings
Washington
$539K -$314K -13,559 -37%
NGA
257
Naples Global Advisors
Florida
$533K -$17.8K -770 -3%
SFG
258
Snider Financial Group
Washington
$529K -$236K -10,198 -31%
TFS
259
Thoroughbred Financial Services
Tennessee
$516K -$94K -4,055 -15%
Cerity Partners
260
Cerity Partners
New York
$516K -$53.3K -2,298 -9%
CHAM
261
Clear Harbor Asset Management
Connecticut
$511K +$118K +5,070 +30%
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
$510K +$511K +22,027 New
JIR
263
James Investment Research
Ohio
$510K – – –
XPN
264
XY Planning Network
Montana
$507K +$507K +21,882 New
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$501K +$26.5K +1,144 +6%
CFSG
266
Community Financial Services Group
Vermont
$501K +$503K +21,719 New
MC
267
Moors & Cabot
Massachusetts
$495K +$2.67K +115 +0.5%
GCA
268
Gradient Capital Advisors
California
$488K – – –
IAN
269
Integrated Advisors Network
Texas
$469K +$35K +1,512 +8%
PP
270
Prosperity Planning
Missouri
$463K – – –
PJSIMP
271
P.J. Schmidt Investment Management (PJS)
Wisconsin
$462K +$5.01K +216 +1%
MB
272
MidFirst Bank
Oklahoma
$459K -$16K -691 -3%
MA
273
Mutual Advisors
Nebraska
$455K +$41.5K +1,789 +10%
SEEDPG
274
S.E.E.D. Planning Group
New York
$452K +$453K +19,523 New
AWAU
275
Alliance Wealth Advisors (Utah)
Utah
$450K +$450K +19,427 New