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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
326
Briggs Wealth Management
Connecticut
$248K
ANTB
327
AMG National Trust Bank
Colorado
$245K +$245K +10,562 New
PWA
328
Provenance Wealth Advisors
Florida
$244K
Betterment LLC
329
Betterment LLC
New York
$239K +$239K +10,315 New
WA
330
Waterford Advisors
New York
$229K +$229K +9,894 New
AWM
331
Aprio Wealth Management
Georgia
$229K -$481K -20,754 -68%
AFP
332
Arnold Financial Planning
Iowa
$228K
CAG
333
Csenge Advisory Group
Florida
$226K +$116 +5 +0.1%
MCP
334
Miller Capital Partners
Michigan
$224K
HI
335
Harbour Investments
Wisconsin
$222K +$2.27K +98 +1%
WWM
336
Walser Wealth Management
Florida
$221K +$221K +9,548 New
ATPW
337
Ashton Thomas Private Wealth
Arizona
$219K +$7.63K +329 +4%
WIM
338
WealthPlan Investment Management
Nebraska
$216K
DAS
339
Diversify Advisory Services
Utah
$216K +$217K +9,378 New
DWM
340
Diversify Wealth Management
Utah
$216K +$217K +9,378 New
PFM
341
Phillips Financial Management
Indiana
$214K
SPIA
342
Steward Partners Investment Advisory
New York
$213K
MWM
343
MinichMacGregor Wealth Management
New York
$210K
SC
344
Scotia Capital
Ontario, Canada
$206K
CL
345
Choreo LLC
Illinois
$204K +$2.29K +99 +1%
PL
346
Plancorp LLC
Missouri
$202K +$2.29K +99 +1%
KWM
347
Kingsview Wealth Management
Oregon
$201K +$201K +8,688 New
WA
348
Waverly Advisors
Alabama
$200K +$200K +8,616 New
IAIM
349
International Assets Investment Management
Florida
$199K
BWL
350
Bogart Wealth LLC
Virginia
$196K