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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
101
Quantum Financial Advisors
California
$2.55M +$2.53M +110,223 New
Mariner
102
Mariner
Kansas
$2.47M +$542K +23,650 +29%
MSRI
103
Michael S. Ryan Inc
New York
$2.44M -$352K -15,366 -13%
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.36M +$224K +9,750 +11%
SF
105
Safeguard Financial
Wisconsin
$2.32M +$891K +38,850 +63%
MA
106
MONECO Advisors
Connecticut
$2.29M +$38.3K +1,672 +2%
MIH
107
Meitav Investment House
Israel
$2.23M +$3.74K +163 +0.2%
ATC
108
Adirondack Trust Company
New York
$2.15M +$190K +8,274 +10%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.07M +$941K +41,027 +85%
UCFA
110
United Capital Financial Advisors
Texas
$2M +$265K +11,539 +15%
Truist Financial
111
Truist Financial
North Carolina
$1.98M +$1.16M +50,526 +144%
CTA
112
Chesley Taft & Associates
Illinois
$1.96M +$238K +10,400 +14%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$1.93M
VA
114
Valmark Advisers
Ohio
$1.89M +$354K +15,453 +23%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.89M +$139K +6,074 +8%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$1.85M -$328K -14,294 -15%
CWM
117
Centricity Wealth Management
Ohio
$1.81M +$105K +4,593 +6%
PSIWM
118
Paradigm Strategies in Wealth Management
Minnesota
$1.8M -$57.5K -2,509 -3%
CP
119
Camelot Portfolios
Ohio
$1.77M +$867K +37,827 +97%
CCM
120
Coldstream Capital Management
Washington
$1.74M
ABC
121
Associated Banc-Corp
Wisconsin
$1.73M +$36.7K +1,600 +2%
SWM
122
Segment Wealth Management
Texas
$1.72M +$135K +5,890 +9%
HAC
123
Harbor Advisory Corp
New Hampshire
$1.72M +$222K +9,671 +15%
CWM
124
Cabot Wealth Management
Massachusetts
$1.68M +$41K +1,789 +3%
CBT
125
Crews Bank & Trust
Florida
$1.65M +$349K +15,230 +27%