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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
76
Cherry Tree Wealth Management
Minnesota
$4.45M -$75.2K -3,262 -2%
BPA
77
Beacon Pointe Advisors
California
$4.41M +$110K +4,769 +3%
KTM
78
Keeler Thomas Management
Utah
$4.33M -$435K -18,869 -9%
R
79
Rebalance
California
$4.31M +$40.7K +1,765 +1%
VWMG
80
Virginia Wealth Management Group
Virginia
$4.18M +$103K +4,480 +3%
WMWM
81
Wilkins Miller Wealth Management
Alabama
$4.11M -$79.8K -3,460 -2%
SWP
82
Stratos Wealth Partners
Ohio
$4.1M -$734K -31,837 -15%
SCA
83
Snowden Capital Advisors
New York
$4.09M -$3.11K -135 -0.1%
4FG
84
4Thought Financial Group
New York
$4.05M -$423K -18,354 -10%
FFG
85
Frisch Financial Group
New York
$3.97M +$3.92M +170,106 New
NDSI
86
Newman Dignan & Sheerar Inc
Rhode Island
$3.84M +$3.8M +164,675 New
FNBTCON
87
First National Bank & Trust Co of Newtown
Pennsylvania
$3.73M
SFS
88
Sowell Financial Services
Arkansas
$3.71M +$154K +6,676 +4%
LWL
89
Leo Wealth LLC
Texas
$3.67M +$707K +30,645 +24%
LFASL
90
Lugano Financial Advisors SA (LFA)
Switzerland
$3.62M +$284K +12,328 +9%
WI
91
WrapManager Inc
California
$3.46M +$65.7K +2,850 +2%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$3.28M +$509K +22,077 +19%
LFS
93
Littlejohn Financial Services
Oregon
$3.14M +$80K +3,470 +3%
E3F
94
Eight 31 Financial
Texas
$3.11M +$125K +5,415 +4%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$3.09M +$985K +42,725 +48%
PWP
96
Precedent Wealth Partners
Texas
$3.07M +$312K +13,515 +11%
MGIA
97
Matthew Goff Investment Advisor
Texas
$3.05M -$163K -7,080 -5%
SP
98
Stonebrook Private
Michigan
$3.01M +$55.3K +2,399 +2%
GRP
99
Global Retirement Partners
California
$3M +$2.96M +128,438 New
SFB
100
STAR Financial Bank
Indiana
$2.98M +$212K +9,211 +8%