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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
101
Littlejohn Financial Services
Oregon
$3.3M +$138K +5,919 +4%
PWP
102
Precedent Wealth Partners
Texas
$3.22M +$133K +5,705 +4%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$3.13M +$1.17M +50,110 +60%
SP
104
Stonebrook Private
Michigan
$3.07M +$44.8K +1,916 +1%
MGIA
105
Matthew Goff Investment Advisor
Texas
$3.05M -$20.4K -875 -0.7%
MFG
106
Merit Financial Group
Georgia
$2.98M +$570K +24,404 +24%
FBB
107
Fulton Breakefield Broenniman
Maryland
$2.96M +$247K +10,559 +9%
HPC
108
HM Payson & Co
Maine
$2.86M +$2.57M +109,830 +929%
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.72M +$217K +9,300 +9%
CPIA
110
Cornell Pochily Investment Advisors
New York
$2.72M +$524K +22,448 +24%
UCFA
111
United Capital Financial Advisors
Texas
$2.71M +$510K +21,829 +23%
Osaic Holdings
112
Osaic Holdings
Arizona
$2.67M +$1.04M +44,644 +64%
LF
113
LifePlan Financial
Minnesota
$2.67M +$45K +1,928 +2%
ATC
114
Adirondack Trust Company
New York
$2.6M +$273K +11,672 +12%
RPC
115
Rossmore Private Capital
Connecticut
$2.59M +$515K +22,050 +25%
MSRI
116
Michael S. Ryan Inc
New York
$2.57M +$25.3K +1,082 +1%
SWP
117
Stratos Wealth Partners
Ohio
$2.55M -$1.56M -66,802 -38%
BFIM
118
Beese Fulmer Investment Management
Ohio
$2.54M +$264K +11,316 +12%
CBT
119
Crews Bank & Trust
Florida
$2.5M +$268K +11,490 +12%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.5M +$382K +16,366 +18%
MIH
121
Meitav Investment House
Israel
$2.45M +$75.9K +3,250 +3%
AF
122
Allworth Financial
California
$2.41M +$561K +24,002 +30%
MA
123
MONECO Advisors
Connecticut
$2.39M +$59.7K +2,558 +3%
WI
124
WrapManager Inc
California
$2.34M -$1.14M -49,003 -33%
AI
125
Atria Investments
North Carolina
$2.31M +$1.61M +68,818 +232%