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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
126
Lugano Financial Advisors SA (LFA)
Switzerland
$3.35M -$165K -7,134 -5%
FFP
127
FourThought Financial Partners
Florida
$3.21M +$353K +15,215 +12%
GWCM
128
Godshalk Welsh Capital Management
Pennsylvania
$3.17M +$93.9K +4,050 +3%
BAM
129
Belpointe Asset Management
Nevada
$3.12M +$491K +21,195 +19%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$3.08M +$419K +18,094 +16%
MIH
131
Meitav Investment House
Israel
$3.08M +$971K +41,910 +46%
4WM
132
4J Wealth Management
Virginia
$2.92M +$164K +7,063 +6%
LF
133
LifePlan Financial
Minnesota
$2.9M +$57.7K +2,491 +2%
MGIA
134
Matthew Goff Investment Advisor
Texas
$2.86M +$2.86M +123,519 New
HBT
135
Hills Bank & Trust
Iowa
$2.84M +$2.51M +108,258 +750%
CP
136
Cornerstone Planning
North Carolina
$2.81M -$5.57M -240,131 -66%
MA
137
MONECO Advisors
Connecticut
$2.78M -$11.4K -493 -0.4%
AIA
138
AssuredPartners Investment Advisors
Florida
$2.74M +$272K +11,727 +11%
CWM
139
Cabot Wealth Management
Massachusetts
$2.72M +$616K +26,556 +29%
CTA
140
Chesley Taft & Associates
Illinois
$2.64M +$255K +11,000 +11%
HNW
141
High Note Wealth
Minnesota
$2.62M +$1.46M +63,172 +126%
LIM
142
Leavell Investment Management
Alabama
$2.61M +$566K +24,430 +28%
MAS
143
Madden Advisory Services
Florida
$2.58M +$69.9K +3,016 +3%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.55M -$2.21M -95,186 -46%
CPIA
145
Cornell Pochily Investment Advisors
New York
$2.54M -$1.76M -75,997 -41%
BAM
146
Beaumont Asset Management
Texas
$2.53M +$68.9K +2,974 +3%
SWA
147
Sightline Wealth Advisors
Connecticut
$2.53M +$1.27M +54,863 +101%
EWS
148
Evergreen Wealth Solutions
Pennsylvania
$2.52M +$2.53M +109,229 New
BI
149
Breachway Investments
Rhode Island
$2.5M +$58.8K +2,537 +2%
ABC
150
Associated Banc-Corp
Wisconsin
$2.48M +$323K +13,940 +15%