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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KHC
276
Koesten Hirschmann & Crabtree
Kansas
$445K +$446K +19,229 New
WIM
277
Wiregrass Investment Management
Georgia
$440K – – –
RF
278
Robbins Farley
New Hampshire
$431K +$325 +14 +0.1%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$428K +$405K +17,471 +1,738%
KOMWMG
280
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$428K +$96.8K +4,177 +29%
CT
281
Clearstead Trust
Maine
$427K – – –
AA
282
Ancora Advisors
Ohio
$426K – – –
GFP
283
Gryphon Financial Partners
Ohio
$426K – – –
WWM
284
WJ Wealth Management
Arizona
$408K +$83.5K +3,600 +26%
SWM
285
Silverlake Wealth Management
Vermont
$402K +$403K +17,371 New
MWA
286
Midland Wealth Advisors
Illinois
$400K +$157K +6,766 +64%
EW
287
Element Wealth
Mississippi
$399K +$3.15K +136 +0.8%
BCPWM
288
Bradley & Co Private Wealth Management
Florida
$397K – – –
BFP
289
Beacon Financial Planning
Massachusetts
$393K +$75.6K +3,263 +24%
SQA
290
Simon Quick Advisors
New Jersey
$385K – – –
SWP
291
Summit Wealth Partners
Florida
$382K – – –
STA
292
Summit Trail Advisors
New York
$379K +$379K +16,350 New
XF
293
XML Financial
Maryland
$375K – – –
PMG
294
ProVise Management Group
Florida
$358K +$107K +4,620 +43%
LNB
295
Ledyard National Bank
$358K +$3.25K +140 +0.9%
1WM
296
1900 Wealth Management
Texas
$347K – – –
HA
297
Hyposwiss Advisors
$346K +$20.9K +900 +6%
AO
298
Advisor OS
Illinois
$346K +$108K +4,641 +45%
CWA
299
Crusonia Wealth Advisors
Colorado
$342K +$98.5K +4,248 +40%
LF
300
Lee Financial
Texas
$337K – – –