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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Advisors Capital Management
New Jersey
$18.2M +$790K +34,279 +4%
KCM
27
Kathmere Capital Management
Pennsylvania
$18.1M -$3.95M -171,610 -18%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$16.3M +$933K +40,521 +6%
NA
29
NewEdge Advisors
Louisiana
$16.2M -$4.61M -200,214 -22%
SSWG
30
Seven Springs Wealth Group
Tennessee
$15.9M +$1.24M +53,983 +8%
US Bancorp
31
US Bancorp
Minnesota
$15.3M -$41.1K -1,786 -0.3%
Lido Advisors
32
Lido Advisors
California
$15.1M +$6.73M +292,314 +79%
MCM
33
MV Capital Management
Maryland
$14.2M +$1.45M +62,835 +11%
AF
34
Arrow Financial
New York
$14.1M +$503K +21,850 +4%
HCM
35
Howland Capital Management
Massachusetts
$13.8M +$3.27M +142,160 +31%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$12.7M -$15.6K -678 -0.1%
EFP
37
Envision Financial Planning
Tennessee
$11M +$270K +11,710 +2%
KAS
38
Kestra Advisory Services
Texas
$9.34M +$4.11M +178,283 +77%
CFS
39
Commonwealth Financial Services
West Virginia
$9.18M +$150K +6,499 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$8.95M +$1.63M +70,651 +22%
MA
41
MCF Advisors
Kentucky
$8.43M +$192K +8,333 +2%
PA
42
Probity Advisors
Texas
$8.36M +$2.15M +93,376 +34%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$8.11M +$7.05M +306,076 +619%
IF
44
Ironwood Financial
Arizona
$8.1M +$246K +10,673 +3%
RSWM
45
Robertson Stephens Wealth Management
California
$7.69M +$1.47M +63,827 +23%
LWM
46
Lyell Wealth Management
California
$7.47M +$499K +21,654 +7%
PPWM
47
PFG Private Wealth Management
Florida
$7.05M +$247K +10,741 +4%
PWS
48
Peloton Wealth Strategists
Indiana
$6.99M +$772K +33,505 +12%
WCM
49
Windsor Capital Management
Arizona
$6.93M +$192K +8,338 +3%
HA
50
Hamel Associates
New Jersey
$6.9M +$1.77M +76,654 +34%