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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WM
251
1900 Wealth Management
Texas
$507K – – –
GVAG
252
Great Valley Advisor Group
Delaware
$497K +$498K +21,238 New
GCA
253
Gradient Capital Advisors
California
$494K – – –
PP
254
Prosperity Planning
Missouri
$486K – – –
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$469K +$173K +7,380 +58%
MC
256
Moors & Cabot
Massachusetts
$443K +$93.7K +3,998 +27%
CT
257
Clearstead Trust
Maine
$432K +$432K +18,454 New
SPWM
258
Straight Path Wealth Management
Michigan
$431K +$70.1K +2,990 +19%
AA
259
Ancora Advisors
Ohio
$431K +$67.7K +2,891 +19%
GHA
260
Granite Harbor Advisors
Texas
$421K -$626K -26,721 -60%
MA
261
Mutual Advisors
Nebraska
$421K +$1.5K +64 +0.4%
BC
262
Barrett & Company
Rhode Island
$409K +$223K +9,530 +120%
EWS
263
Evergreen Wealth Solutions
Pennsylvania
$404K – – –
BCPWM
264
Bradley & Co Private Wealth Management
Florida
$401K -$28.9K -1,234 -7%
IAN
265
Integrated Advisors Network
Texas
$393K +$393K +16,788 New
SQA
266
Simon Quick Advisors
New Jersey
$389K +$23.4K +1,000 +6%
RF
267
Robbins Farley
New Hampshire
$385K +$194K +8,281 +101%
LNB
268
Ledyard National Bank
$381K +$10.5K +450 +3%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$377K +$82.5K +3,522 +28%
MB
270
MidFirst Bank
Oklahoma
$371K +$372K +15,868 New
BAM
271
Beaumont Asset Management
Texas
$365K +$366K +15,601 New
CFO
272
CVA Family Office
Colorado
$350K +$250K +10,655 +248%
PJSIMP
273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K +$25K +1,068 +8%
T
274
Tableaux
Massachusetts
$339K -$65.5K -2,796 -16%
BCV
275
Banque Cantonale Vaudoise
Switzerland
$338K -$17.8K -759 -5%