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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
26
Seven Springs Wealth Group
Tennessee
$15.1M +$288K +12,444 +2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$14.2M +$14M +602,855 New
AF
28
Arrow Financial
New York
$14.1M +$204K +8,789 +1%
MCM
29
MV Capital Management
Maryland
$13.2M +$584K +25,179 +5%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$13.1M +$1.01M +43,747 +9%
EFP
31
Envision Financial Planning
Tennessee
$11.1M +$367K +15,834 +3%
HCM
32
Howland Capital Management
Massachusetts
$10.9M +$3.43M +147,884 +47%
CFS
33
Commonwealth Financial Services
West Virginia
$9.29M +$510K +22,000 +6%
Lido Advisors
34
Lido Advisors
California
$8.69M +$2.39M +103,076 +39%
MA
35
MCF Advisors
Kentucky
$8.5M +$4.97M +214,361 +146%
IF
36
Ironwood Financial
Arizona
$8.1M +$1.65M +71,271 +26%
Citadel Advisors
37
Citadel Advisors
Florida
$7.71M +$6.75M +291,360 +794%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$7.57M +$486K +20,983 +7%
LWM
39
Lyell Wealth Management
California
$7.19M +$1.34M +57,724 +23%
PPWM
40
PFG Private Wealth Management
Florida
$7.02M +$142K +6,109 +2%
JWCA
41
J.W. Cole Advisors
Florida
$7.01M +$2.53M +109,370 +58%
WCM
42
Windsor Capital Management
Arizona
$6.95M +$6.85M +295,557 New
GPA
43
Guidance Point Advisors
Massachusetts
$6.86M -$355K -15,313 -5%
KTM
44
Keeler Thomas Management
Utah
$6.73M -$37.2K -1,607 -0.6%
PA
45
Probity Advisors
Texas
$6.43M +$833K +35,920 +15%
RSWM
46
Robertson Stephens Wealth Management
California
$6.43M +$466K +20,126 +8%
PWS
47
Peloton Wealth Strategists
Indiana
$6.42M +$183K +7,895 +3%
RJA
48
Raymond James & Associates
Florida
$6.01M +$1.04M +45,032 +21%
CIM
49
Confluence Investment Management
Missouri
$5.8M +$5.72M +246,605 New
JP Morgan Chase
50
JP Morgan Chase
New York
$5.7M +$5.58M +240,935 +16,778%