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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
126
Adirondack Trust Company
New York
$2.88M +$285K +12,182 +11%
KNW
127
Kesler Norman & Wride
Utah
$2.86M +$1.33M +56,953 +87%
LF
128
LifePlan Financial
Minnesota
$2.71M +$45.2K +1,928 +2%
EWA
129
EP Wealth Advisors
California
$2.61M +$2.61M +111,526 New
MSRI
130
Michael S. Ryan Inc
New York
$2.56M +$6.35K +271 +0.2%
MIH
131
Meitav Investment House
Israel
$2.54M +$93.1K +3,974 +4%
MA
132
MONECO Advisors
Connecticut
$2.49M +$108K +4,616 +5%
CCWA
133
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M -$3.8K -162 -0.2%
FFG
134
Frisch Financial Group
New York
$2.47M -$1.57M -66,913 -39%
CTA
135
Chesley Taft & Associates
Illinois
$2.38M +$162K +6,900 +7%
BI
136
Breachway Investments
Rhode Island
$2.37M +$2.37M +101,050 New
GWCM
137
Godshalk Welsh Capital Management
Pennsylvania
$2.34M +$784K +33,450 +50%
Truist Financial
138
Truist Financial
North Carolina
$2.28M +$132K +5,647 +6%
MMA
139
Miracle Mile Advisors
California
$2.23M +$252K +10,736 +13%
4WM
140
4J Wealth Management
Virginia
$2.17M +$1.84M +78,395 +552%
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$2.17M +$152K +6,470 +8%
FFP
142
FourThought Financial Partners
Florida
$2.09M +$545K +23,277 +35%
SWA
143
Sax Wealth Advisors
New Jersey
$2.09M +$35.5K +1,516 +2%
BAM
144
Belpointe Asset Management
Nevada
$2.07M +$387K +16,507 +23%
ABC
145
Associated Banc-Corp
Wisconsin
$2.05M +$46.6K +1,989 +2%
MWM
146
Meridian Wealth Management
Kentucky
$2.04M +$279K +11,898 +16%
RCA
147
Resonant Capital Advisors
Wisconsin
$1.98M +$224K +9,539 +13%
PAG
148
Private Advisor Group
New Jersey
$1.97M +$431K +18,409 +28%
WI
149
WrapManager Inc
California
$1.91M -$420K -17,903 -18%
CWM
150
Cabot Wealth Management
Massachusetts
$1.89M +$58.2K +2,485 +3%