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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
26
Signature Wealth Management Group
Georgia
$4.64M +$108K +4,762 +2%
MGIA
27
Matthew Goff Investment Advisor
Texas
$4.63M +$11.4K +505 +0.2%
SSB
28
Sandy Spring Bank
Maryland
$4.01M +$740K +32,655 +22%
PWS
29
Peloton Wealth Strategists
Indiana
$3.98M +$623K +27,500 +18%
Wells Fargo
30
Wells Fargo
California
$3.94M -$1.67M -73,627 -30%
GPA
31
Guidance Point Advisors
Massachusetts
$3.92M +$83.1K +3,664 +2%
KF
32
Krilogy Financial
Missouri
$3.54M +$16.5K +727 +0.5%
CA
33
CGN Advisors
Kansas
$3.46M +$312K +13,775 +10%
LWM
34
Lyell Wealth Management
California
$3.41M +$936K +41,275 +37%
SHA
35
Seneca House Advisors
Virginia
$3.18M -$27.7K -1,221 -0.9%
4FG
36
4Thought Financial Group
New York
$2.83M -$84.5K -3,726 -3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.41M +$164K +7,256 +7%
WI
38
WrapManager Inc
California
$2.02M +$29.5K +1,301 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.71M +$67K +2,954 +4%
SCA
40
Snowden Capital Advisors
New York
$1.69M -$8.55K -377 -0.5%
ACS
41
Archford Capital Strategies
Illinois
$1.55M +$209K +9,213 +15%
KNW
42
Kesler Norman & Wride
Utah
$1.47M -$60.7K -2,679 -4%
UCFA
43
United Capital Financial Advisors
Texas
$1.44M -$28.4K -1,255 -2%
NA
44
NewEdge Advisors
Louisiana
$1.3M +$8.84K +390 +0.7%
LHC
45
Little House Capital
Massachusetts
$1.08M +$48.1K +2,121 +5%
Jane Street
46
Jane Street
New York
$1.01M -$5.61M -247,332 -85%
ABC
47
Associated Banc-Corp
Wisconsin
$987K +$6.35K +280 +0.6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$920K +$22.4K +988 +2%
RJA
49
Raymond James & Associates
Florida
$853K +$34.6K +1,526 +4%
MCM
50
MV Capital Management
Maryland
$836K +$844K +37,226 New