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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
301
Chicago Partners Investment Group
Illinois
$253K +$2.93K +125 +1%
ML
302
MLP3 LLC
New Jersey
$240K +$240K +10,252 New
MWA
303
Midland Wealth Advisors
Illinois
$236K +$236K +10,086 New
DWM
304
Dakota Wealth Management
Florida
$234K -$52.7K -2,250 -18%
WIM
305
Wiregrass Investment Management
Georgia
$234K +$234K +10,000 New
CWA
306
Crusonia Wealth Advisors
Colorado
$232K +$233K +9,928 New
WWM
307
WJ Wealth Management
Arizona
$229K +$230K +9,800 New
MCP
308
Miller Capital Partners
Michigan
$226K +$227K +9,675 New
HI
309
Harbour Investments
Wisconsin
$221K +$5.7K +243 +3%
PFM
310
Phillips Financial Management
Indiana
$217K
MWM
311
MinichMacGregor Wealth Management
New York
$213K
SC
312
Scotia Capital
Ontario, Canada
$208K
RIS
313
Retirement Income Solutions
Michigan
$200K +$200K +8,548 New
S
314
SignatureFD
Georgia
$200K +$4.97K +212 +3%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$187K +$187K +7,972 New
ME
316
McIlrath & Eck
Washington
$165K +$103K +4,393 +166%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$158K +$158K +6,747 New
IAIM
318
International Assets Investment Management
Florida
$148K +$148K +6,332 New
BWL
319
Bogart Wealth LLC
Virginia
$133K
FHA
320
Flagship Harbor Advisors
Massachusetts
$132K +$132K +5,625 New
BF
321
BOK Financial
Oklahoma
$126K +$126K +5,386 New
GI
322
GAMMA Investing
California
$124K +$10.6K +452 +9%
SAG
323
SageView Advisory Group
California
$118K +$118K +5,049 New
HNW
324
High Note Wealth
Minnesota
$105K +$105K +4,470 New
TC
325
Trust Company
Kansas
$93.7K +$17K +727 +22%