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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLWP
326
Next Level Wealth Planning
Idaho
$254K +$254K +10,950 New
BWM
327
Briggs Wealth Management
Connecticut
$248K – – –
ANTB
328
AMG National Trust Bank
Colorado
$245K +$245K +10,562 New
PWA
329
Provenance Wealth Advisors
Florida
$244K – – –
Betterment LLC
330
Betterment LLC
New York
$239K +$239K +10,315 New
WA
331
Waterford Advisors
New York
$229K +$229K +9,894 New
AWM
332
Aprio Wealth Management
Georgia
$229K -$481K -20,754 -68%
AFP
333
Arnold Financial Planning
Iowa
$228K – – –
CAG
334
Csenge Advisory Group
Florida
$226K +$116 +5 +0.1%
MCP
335
Miller Capital Partners
Michigan
$224K – – –
HI
336
Harbour Investments
Wisconsin
$222K +$2.27K +98 +1%
WWM
337
Walser Wealth Management
Florida
$221K +$221K +9,548 New
ATPW
338
Ashton Thomas Private Wealth
Arizona
$219K +$7.63K +329 +4%
WIM
339
WealthPlan Investment Management
Nebraska
$216K – – –
DAS
340
Diversify Advisory Services
Utah
$216K +$217K +9,378 New
DWM
341
Diversify Wealth Management
Utah
$216K +$217K +9,378 New
PFM
342
Phillips Financial Management
Indiana
$214K – – –
SPIA
343
Steward Partners Investment Advisory
New York
$213K – – –
MWM
344
MinichMacGregor Wealth Management
New York
$210K – – –
SC
345
Scotia Capital
Ontario, Canada
$206K – – –
CL
346
Choreo LLC
Illinois
$204K +$2.29K +99 +1%
PL
347
Plancorp LLC
Missouri
$202K +$2.29K +99 +1%
KWM
348
Kingsview Wealth Management
Oregon
$201K +$201K +8,688 New
WA
349
Waverly Advisors
Alabama
$200K +$200K +8,616 New
IAIM
350
International Assets Investment Management
Florida
$199K – – –