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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
301
Avidian Wealth Enterprises
Texas
$292K +$294K +12,559 New
MOS
302
MGO One Seven
Ohio
$288K +$21K +899 +8%
WSFS
303
Wilmington Savings Fund Society
Delaware
$283K – – –
AWA
304
Arkadios Wealth Advisors
Georgia
$280K +$282K +12,034 New
ML
305
MLP3 LLC
New Jersey
$273K +$35K +1,498 +15%
AA
306
Addison Advisors
Vermont
$266K +$7.25K +310 +3%
HA
307
Hanover Advisors
South Carolina
$266K +$1.15K +49 +0.4%
NL
308
NWAM LLC
Washington
$265K +$1.57K +67 +0.6%
SL
309
Sentinus LLC
Illinois
$263K +$265K +11,315 New
S
310
SignatureFD
Georgia
$263K +$64.4K +2,751 +32%
HFA
311
Highland Financial Advisors
New Jersey
$258K – – –
EWP
312
Evergreen Wealth Partners
Montana
$255K -$1.36K -58 -0.5%
PMG
313
ProVise Management Group
Florida
$252K +$254K +10,840 New
MWM
314
Maridea Wealth Management
New York
$251K +$253K +10,801 New
BWM
315
Briggs Wealth Management
Connecticut
$249K +$250K +10,702 New
SI
316
Seeds Investor
New York
$247K +$248K +10,589 New
PWA
317
Provenance Wealth Advisors
Florida
$245K -$69.6K -2,977 -22%
MWA
318
Midland Wealth Advisors
Illinois
$244K +$9.87K +422 +4%
CWA
319
Crusonia Wealth Advisors
Colorado
$244K +$13.5K +578 +6%
RWM
320
Ritholtz Wealth Management
New York
$244K +$245K +10,477 New
AO
321
Advisor OS
Illinois
$240K +$241K +10,317 New
Bessemer Group
322
Bessemer Group
New Jersey
$237K +$238K +10,174 New
FIA
323
Foundations Investment Advisors
Arizona
$234K +$236K +10,069 New
AFP
324
Arnold Financial Planning
Iowa
$229K +$231K +9,857 New
IAA
325
Independent Advisor Alliance
North Carolina
$228K +$229K +9,781 New