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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$11.4M +$1.49M +66,258 +15%
EFP
27
Envision Financial Planning
Tennessee
$10.4M +$382K +16,939 +4%
NA
28
NewEdge Advisors
Louisiana
$8.93M +$8.04M +356,321 +944%
CFS
29
Commonwealth Financial Services
West Virginia
$8.51M +$8.09M +358,552 +2,308%
HCM
30
Howland Capital Management
Massachusetts
$7.11M +$2.92M +129,295 +70%
GPA
31
Guidance Point Advisors
Massachusetts
$6.97M +$1.09M +48,162 +19%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$6.82M +$297K +13,151 +5%
PPWM
33
PFG Private Wealth Management
Florida
$6.63M +$333K +14,748 +5%
KTM
34
Keeler Thomas Management
Utah
$6.53M +$8.26K +366 +0.1%
IF
35
Ironwood Financial
Arizona
$6.19M +$646K +28,646 +12%
Lido Advisors
36
Lido Advisors
California
$6.04M +$2.95M +130,582 +96%
PWS
37
Peloton Wealth Strategists
Indiana
$6.01M +$214K +9,500 +4%
RSWM
38
Robertson Stephens Wealth Management
California
$5.74M +$5.25M +232,934 +1,148%
LWM
39
Lyell Wealth Management
California
$5.63M +$731K +32,420 +15%
PA
40
Probity Advisors
Texas
$5.39M +$1.41M +62,388 +36%
SWMG
41
Signature Wealth Management Group
Georgia
$5.31M +$60.4K +2,677 +1%
PRWA
42
Platte River Wealth Advisors
Colorado
$5.04M -$308K -13,653 -6%
SSB
43
Sandy Spring Bank
Maryland
$4.89M +$229K +10,132 +5%
RJA
44
Raymond James & Associates
Florida
$4.77M +$582K +25,805 +14%
HA
45
Hamel Associates
New Jersey
$4.41M +$2.88M +127,613 +191%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$4.29M +$730K +32,343 +21%
JWCA
47
J.W. Cole Advisors
Florida
$4.28M +$909K +40,287 +27%
KAS
48
Kestra Advisory Services
Texas
$4.27M +$538K +23,865 +14%
PWM
49
Praetorian Wealth Management
California
$4.25M +$310K +13,753 +8%
KF
50
Krilogy Financial
Missouri
$3.91M +$22.4K +992 +0.6%