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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
276
Wiregrass Investment Management
Georgia
$440K
RF
277
Robbins Farley
New Hampshire
$431K +$325 +14 +0.1%
PNC Financial Services Group
278
PNC Financial Services Group
Pennsylvania
$428K +$405K +17,471 +1,738%
KOMWMG
279
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$428K +$96.8K +4,177 +29%
CT
280
Clearstead Trust
Maine
$427K
AA
281
Ancora Advisors
Ohio
$426K
GFP
282
Gryphon Financial Partners
Ohio
$426K
WWM
283
WJ Wealth Management
Arizona
$408K +$83.5K +3,600 +26%
SWM
284
Silverlake Wealth Management
Vermont
$402K +$403K +17,371 New
MWA
285
Midland Wealth Advisors
Illinois
$400K +$157K +6,766 +64%
EW
286
Element Wealth
Mississippi
$399K +$3.15K +136 +0.8%
BCPWM
287
Bradley & Co Private Wealth Management
Florida
$397K
BFP
288
Beacon Financial Planning
Massachusetts
$393K +$75.6K +3,263 +24%
SQA
289
Simon Quick Advisors
New Jersey
$385K
SWP
290
Summit Wealth Partners
Florida
$382K
STA
291
Summit Trail Advisors
New York
$379K +$379K +16,350 New
XF
292
XML Financial
Maryland
$375K
PMG
293
ProVise Management Group
Florida
$358K +$107K +4,620 +43%
LNB
294
Ledyard National Bank
$358K +$3.25K +140 +0.9%
1WM
295
1900 Wealth Management
Texas
$347K
HA
296
Hyposwiss Advisors
$346K +$20.9K +900 +6%
AO
297
Advisor OS
Illinois
$346K +$108K +4,641 +45%
CWA
298
Crusonia Wealth Advisors
Colorado
$342K +$98.5K +4,248 +40%
LF
299
Lee Financial
Texas
$337K
JBA
300
Johnson Bixby & Associates
Washington
$330K +$2.92K +126 +0.9%