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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
126
Straight Path Wealth Management
Michigan
$246K +$236K +10,659 New
SC
127
Scotia Capital
Ontario, Canada
$245K +$235K +10,600 New
PS
128
Principal Securities
Iowa
$237K +$227K +10,255 New
SF
129
Safeguard Financial
Wisconsin
$234K +$225K +10,133 New
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$231K +$222K +10,000 New
FCA
131
FinTrust Capital Advisors
South Carolina
$230K -$8K -361 -3%
MA
132
MONECO Advisors
Connecticut
$226K +$217K +9,805 New
BWM
133
BCS Wealth Management
Tennessee
$216K +$208K +9,365 New
AA
134
Addison Advisors
Vermont
$154K +$42K +1,895 +40%
WFA
135
Wells Financial Advisors
Massachusetts
$144K +$49.9K +2,250 +56%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$143K +$76.1K +3,432 +123%
KHC
137
Koesten Hirschmann & Crabtree
Kansas
$126K +$121K +5,456 New
BWL
138
Bogart Wealth LLC
Virginia
$115K +$49.2K +2,219 +80%
AIA
139
Arcadia Investment Advisors
Idaho
$99.6K +$95.7K +4,318 New
HI
140
Harbour Investments
Wisconsin
$98K +$1.42K +64 +2%
FHA
141
First Horizon Advisors
Tennessee
$71.7K +$68.9K +3,107 New
EPW
142
Evergreen Private Wealth
Colorado
$61.4K +$59K +2,661 New
PFM
143
Phillips Financial Management
Indiana
$57.4K
EW
144
Element Wealth
Mississippi
$50.4K
SPIA
145
Steward Partners Investment Advisory
New York
$39.7K
PA
146
PSI Advisors
Florida
$30.7K
KOCAA
147
Knights of Columbus Asset Advisors
Connecticut
$28.6K
PTC
148
Private Trust Company
Ohio
$27.7K +$26.6K +1,202 New
ASN
149
Advisory Services Network
Georgia
$23.1K +$22.2K +1,000 New
AF
150
Allworth Financial
California
$21K +$20.1K +909 New