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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cabot Wealth Management
Massachusetts
$933K +$195K +8,664 +27%
BFG
102
Beacon Financial Group
Texas
$910K +$98.5K +4,365 +12%
RBC
103
Roble Belko & Company
Pennsylvania
$873K
MFG
104
Mendota Financial Group
Wisconsin
$869K +$10.2K +452 +1%
Creative Planning
105
Creative Planning
Kansas
$862K +$622K +27,564 +264%
FNB
106
Farmers National Bank
Kentucky
$859K +$71.5K +3,171 +9%
CTA
107
Chesley Taft & Associates
Illinois
$857K +$341K +15,100 +67%
MTWM
108
Masso Torrence Wealth Management
New Jersey
$849K +$41.2K +1,825 +5%
Citadel Advisors
109
Citadel Advisors
Florida
$832K +$828K +36,707 New
MA
110
MONECO Advisors
Connecticut
$817K +$72.3K +3,204 +10%
CCM
111
Crew Capital Management
Ohio
$783K +$779K +34,540 New
KNW
112
Kesler Norman & Wride
Utah
$741K -$11.5K -510 -2%
LWL
113
Leo Wealth LLC
Texas
$737K +$194K +8,580 +36%
BSSFA
114
Baron Silver Stevens Financial Advisors
Florida
$734K -$60.2K -2,667 -8%
FNT
115
First National Trust
Pennsylvania
$730K +$290K +12,868 +67%
VA
116
Valmark Advisers
Ohio
$726K +$416K +18,432 +135%
SF
117
Safeguard Financial
Wisconsin
$725K +$259K +11,479 +56%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$722K +$160K +7,110 +29%
ST
119
Spinnaker Trust
Maine
$710K +$254K +11,246 +56%
VWM
120
Valley Wealth Managers
New Jersey
$701K +$236K +10,450 +51%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$660K +$37.7K +1,671 +6%
BEI
122
Benjamin Edwards Inc
Missouri
$642K +$102K +4,508 +19%
JIR
123
James Investment Research
Ohio
$620K
DWT
124
Dorsey & Whitney Trust
South Dakota
$589K
Comerica Bank
125
Comerica Bank
Texas
$577K +$429 +19 +0.1%