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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
251
Sarver Vrooman Wealth Advisors
Missouri
$244K +$214K +9,276 +777%
CSIA
252
Conrad Siegel Investment Advisors
Pennsylvania
$237K +$2.1K +91 +0.9%
YWM
253
Yoder Wealth Management
California
$228K
BCV
254
Banque Cantonale Vaudoise
Switzerland
$223K
Bank of New York Mellon
255
Bank of New York Mellon
New York
$218K -$550K -23,844 -72%
PFM
256
Phillips Financial Management
Indiana
$216K
BFS
257
BridgePort Financial Solutions
Iowa
$215K
EH
258
Equitable Holdings
New York
$214K +$212K +9,183 New
MWM
259
MinichMacGregor Wealth Management
New York
$212K
FW
260
FullCircle Wealth
Texas
$208K
SC
261
Scotia Capital
Ontario, Canada
$208K -$39.2K -1,700 -16%
NG
262
Northstar Group
New York
$204K +$202K +8,746 New
AWP
263
Accretive Wealth Partners
New Jersey
$202K +$200K +8,654 New
KHC
264
Koesten Hirschmann & Crabtree
Kansas
$196K
HI
265
Harbour Investments
Wisconsin
$189K +$57.8K +2,507 +45%
BBHC
266
Brown Brothers Harriman & Co
New York
$163K +$161K +7,000 New
WSFS
267
Wilmington Savings Fund Society
Delaware
$154K
TRCT
268
Tower Research Capital (TRC)
New York
$152K +$52.2K +2,262 +53%
BWL
269
Bogart Wealth LLC
Virginia
$133K +$992 +43 +0.8%
BC
270
Barrett & Company
Rhode Island
$116K +$45.2K +1,958 +65%
RF
271
Robbins Farley
New Hampshire
$101K +$99.8K +4,325 New
CFO
272
CVA Family Office
Colorado
$100K
BOJHT
273
Bank of Jackson Hole Trust
Wyoming
$98K +$23.5K +1,018 +32%
FHA
274
First Horizon Advisors
Tennessee
$77.7K
TC
275
Trust Company
Kansas
$76.4K