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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
376
Blue Trust Inc
Georgia
$19K +$164 +7 +0.9%
HBW
377
Hazlett, Burt & Watson
West Virginia
$18K +$117 +5 +0.7%
VWM
378
Venturi Wealth Management
Texas
$16.7K – – –
KFI
379
Key Financial Inc
Pennsylvania
$14.9K – – –
BCWM
380
Bartlett & Co Wealth Management
Ohio
$12.3K – – –
FPB
381
First PREMIER Bank
South Dakota
$8K – – –
ADL
382
Asset Dedication LLC
California
$7.56K – – –
SRCM
383
Signature Resources Capital Management
California
$4.65K +$4.68K +200 New
Vanguard Advisers Inc
384
Vanguard Advisers Inc
Pennsylvania
$3.09K +$3.11K +133 New
GSWM
385
Golden State Wealth Management
California
$1.59K – – –
SWA
386
SOA Wealth Advisors
New York
$16 -$3.77K -161 -99%
PPWM
387
PFG Private Wealth Management
Florida
– -$8.02M -342,582 Closed
SCM
388
Spreng Capital Management
Ohio
– -$6.49M -277,100 Closed
FFG
389
Frisch Financial Group
New York
– -$2.47M -105,356 Closed
IA
390
IFG Advisory
Georgia
– -$1.6M -68,536 Closed
BSSFA
391
Baron Silver Stevens Financial Advisors
Florida
– -$993K -42,415 Closed
FTUS
392
Flow Traders U.S.
New York
– -$937K -40,053 Closed
SFB
393
STAR Financial Bank
Indiana
– -$923K -39,456 Closed
AWAU
394
Alliance Wealth Advisors (Utah)
Utah
– -$850K -36,309 Closed
Focus Partners Wealth
395
Focus Partners Wealth
Massachusetts
– -$605K -25,867 Closed
HGA
396
Hobbs Group Advisors
South Carolina
– -$575K -24,552 Closed
SG
397
StoneX Group
New York
– -$527K -22,520 Closed
EWS
398
Evergreen Wealth Solutions
Pennsylvania
– -$404K -17,244 Closed
PCIA
399
Prime Capital Investment Advisors
Kansas
– -$327K -13,979 Closed
AFG
400
Atomi Financial Group
New York
– -$299K -12,760 Closed