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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSRI
401
Michael S. Ryan Inc
New York
– -$2.67M -114,818 Closed
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
– -$1.1M -47,365 Closed
MOS
403
MGO One Seven
Ohio
– -$288K -12,372 Closed
AWA
404
Arkadios Wealth Advisors
Georgia
– -$280K -12,034 Closed
EWP
405
Evergreen Wealth Partners
Montana
– -$255K -10,954 Closed
MWM
406
Maridea Wealth Management
New York
– -$251K -10,801 Closed
RWM
407
Ritholtz Wealth Management
New York
– -$244K -10,477 Closed
Bessemer Group
408
Bessemer Group
New Jersey
– -$237K -10,174 Closed
IAA
409
Independent Advisor Alliance
North Carolina
– -$228K -9,781 Closed
BCV
410
Banque Cantonale Vaudoise
Switzerland
– -$226K -9,719 Closed
WCM
411
Whitener Capital Management
North Carolina
– -$219K -9,400 Closed
IWS
412
Intentional Wealth Strategies
Colorado
– -$142K -6,086 Closed
MGI
413
Miller Global Investments
Texas
– -$97.7K -4,200 Closed
BOJHT
414
Bank of Jackson Hole Trust
Wyoming
– -$85.6K -3,682 Closed
NF
415
Napier Financial
Massachusetts
– -$69.4K -2,984 Closed
CCWM
416
Cassaday & Co Wealth Management
Virginia
– -$42K -1,806 Closed
KOCAA
417
Knights of Columbus Asset Advisors
Connecticut
– -$28.8K -1,239 Closed
SIS
418
Sound Income Strategies
Florida
– -$23.2K -1,000 Closed
AC
419
AlphaCore Capital
California
– -$20.2K -870 Closed
HBW
420
Hazlett, Burt & Watson
West Virginia
– -$18K -766 Closed
SRCM
421
Signature Resources Capital Management
California
– -$4.65K -200 Closed
SWA
422
SOA Wealth Advisors
New York
– -$16 -1 Closed