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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
301
Willis Johnson & Associates
Texas
$254K – – –
CPIG
302
Chicago Partners Investment Group
Illinois
$253K +$2.93K +125 +1%
ML
303
MLP3 LLC
New Jersey
$240K +$240K +10,252 New
MWA
304
Midland Wealth Advisors
Illinois
$236K +$236K +10,086 New
DWM
305
Dakota Wealth Management
Florida
$234K -$52.7K -2,250 -18%
WIM
306
Wiregrass Investment Management
Georgia
$234K +$234K +10,000 New
CWA
307
Crusonia Wealth Advisors
Colorado
$232K +$233K +9,928 New
WWM
308
WJ Wealth Management
Arizona
$229K +$230K +9,800 New
MCP
309
Miller Capital Partners
Michigan
$226K +$227K +9,675 New
HI
310
Harbour Investments
Wisconsin
$221K +$5.7K +243 +3%
PFM
311
Phillips Financial Management
Indiana
$217K – – –
MWM
312
MinichMacGregor Wealth Management
New York
$213K – – –
SC
313
Scotia Capital
Ontario, Canada
$208K – – –
RIS
314
Retirement Income Solutions
Michigan
$200K +$200K +8,548 New
S
315
SignatureFD
Georgia
$200K +$4.97K +212 +3%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$187K +$187K +7,972 New
ME
317
McIlrath & Eck
Washington
$165K +$103K +4,393 +166%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$158K +$158K +6,747 New
IAIM
319
International Assets Investment Management
Florida
$148K +$148K +6,332 New
BWL
320
Bogart Wealth LLC
Virginia
$133K – – –
FHA
321
Flagship Harbor Advisors
Massachusetts
$132K +$132K +5,625 New
BF
322
BOK Financial
Oklahoma
$126K +$126K +5,386 New
GI
323
GAMMA Investing
California
$124K +$10.6K +452 +9%
SAG
324
SageView Advisory Group
California
$118K +$118K +5,049 New
HNW
325
High Note Wealth
Minnesota
$105K +$105K +4,470 New