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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
26
Envision Financial Planning
Tennessee
$10M +$626K +27,450 +7%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$9.96M +$2.69M +117,868 +37%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.57M +$336K +14,723 +5%
KTM
29
Keeler Thomas Management
Utah
$6.56M +$290K +12,706 +5%
PPWM
30
PFG Private Wealth Management
Florida
$6.33M -$7.14K -313 -0.1%
GPA
31
Guidance Point Advisors
Massachusetts
$5.91M +$533K +23,354 +10%
PWS
32
Peloton Wealth Strategists
Indiana
$5.83M +$554K +24,300 +11%
IF
33
Ironwood Financial
Arizona
$5.58M +$3.35M +146,645 +150%
PRWA
34
Platte River Wealth Advisors
Colorado
$5.38M +$794K +34,803 +17%
SWMG
35
Signature Wealth Management Group
Georgia
$5.17M +$338K +14,836 +7%
LWM
36
Lyell Wealth Management
California
$4.92M +$828K +36,285 +20%
SSB
37
Sandy Spring Bank
Maryland
$4.7M +$188K +8,220 +4%
RJA
38
Raymond James & Associates
Florida
$4.21M +$1.2M +52,440 +40%
HCM
39
Howland Capital Management
Massachusetts
$4.21M +$1.32M +57,982 +46%
PA
40
Probity Advisors
Texas
$4M +$1.83M +80,237 +85%
PWM
41
Praetorian Wealth Management
California
$3.97M +$882K +38,644 +29%
KF
42
Krilogy Financial
Missouri
$3.92M +$99.4K +4,357 +3%
KAS
43
Kestra Advisory Services
Texas
$3.76M +$806K +35,314 +27%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$3.58M +$560K +24,546 +19%
SCA
45
Snowden Capital Advisors
New York
$3.48M +$1.45M +63,463 +71%
JWCA
46
J.W. Cole Advisors
Florida
$3.39M +$3.39M +148,394 New
4FG
47
4Thought Financial Group
New York
$3.34M +$536K +23,512 +19%
HFRG
48
Houlihan Financial Resource Group
Virginia
$3.34M +$849K +37,200 +34%
MA
49
MCF Advisors
Kentucky
$3.33M +$433K +18,962 +15%
MGIA
50
Matthew Goff Investment Advisor
Texas
$3.3M -$10.4K -457 -0.3%