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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
126
Ritholtz Wealth Management
New York
$393K +$34.2K +1,500 +10%
RW
127
RVW Wealth
California
$392K +$1.48K +65 +0.4%
BONH
128
Bank of New Hampshire
New Hampshire
$388K +$142K +6,220 +58%
CA
129
Cetera Advisors
Colorado
$387K +$386K +16,939 New
MSWM
130
McGlone Suttner Wealth Management
Wisconsin
$383K +$9.06K +397 +2%
RW
131
REDW Wealth
New Mexico
$380K +$85.1K +3,730 +29%
CFS
132
Commonwealth Financial Services
West Virginia
$358K
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$338K +$338K +14,823 New
LF
134
Lee Financial
Texas
$332K
SWP
135
Summit Wealth Partners
Florida
$328K
YWM
136
Yoder Wealth Management
California
$322K +$322K +14,100 New
GHA
137
Granite Harbor Advisors
Texas
$317K
MBT
138
Montecito Bank & Trust
California
$315K +$314K +13,784 New
VA
139
Valmark Advisers
Ohio
$311K +$310K +13,608 New
4WM
140
4J Wealth Management
Virginia
$301K +$301K +13,185 New
EWA
141
EP Wealth Advisors
California
$294K +$294K +12,880 New
JBA
142
Johnson Bixby & Associates
Washington
$286K +$286K +12,530 New
PS
143
Principal Securities
Iowa
$256K +$21.9K +962 +9%
GCA
144
Gradient Capital Advisors
California
$255K +$255K +11,171 New
HFA
145
Highland Financial Advisors
New Jersey
$254K
SPWM
146
Straight Path Wealth Management
Michigan
$243K
SC
147
Scotia Capital
Ontario, Canada
$242K
Creative Planning
148
Creative Planning
Kansas
$238K +$238K +10,443 New
CP
149
Camelot Portfolios
Ohio
$234K +$234K +10,251 New
FWMM
150
Foundation Wealth Management (Missouri)
Missouri
$233K +$233K +10,209 New