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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$13.7K – – –
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$10.7K +$138 +6 +1%
CAM
253
Costello Asset Management
Pennsylvania
$9.85K +$161 +7 +2%
FPB
254
First PREMIER Bank
South Dakota
$8K – – –
ADL
255
Asset Dedication LLC
California
$7.41K -$1.08M -46,933 -99%
LCM
256
Logan Capital Management
Pennsylvania
$6.13K – – –
WT
257
Whittier Trust
California
$2.35K +$2.37K +103 New
KIM
258
Kestra Investment Management
Texas
$1.96K +$1.98K +86 New
CWC
259
Carolinas Wealth Consulting
North Carolina
$1.62K +$1.64K +71 New
QFA
260
Quantum Financial Advisors
California
– -$1.95M -82,880 Closed
CCM
261
Crew Capital Management
Ohio
– -$812K -34,525 Closed
CSPIA
262
Cary Street Partners Investment Advisory
Virginia
– -$680K -28,907 Closed
MHIC
263
Marble Harbor Investment Counsel
Massachusetts
– -$625K -26,600 Closed
TWA
264
Talisman Wealth Advisors
New Jersey
– -$241K -10,249 Closed
NG
265
Northstar Group
New York
– -$200K -8,511 Closed
UCB
266
United Community Bank
South Carolina
– -$25.3K -1,075 Closed
AWM
267
Abound Wealth Management
Tennessee
– -$15.2K -645 Closed
MIFH
268
Migdal Insurance & Financial Holdings
Israel
– -$12K -500 Closed