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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
151
Northstar Group
New York
$1.87M +$1.88M +80,046 New
LIM
152
Leavell Investment Management
Alabama
$1.78M +$566K +24,162 +46%
CP
153
Cornerstone Planning
North Carolina
$1.77M +$1.78M +75,828 New
CIA
154
Covington Investment Advisors
Pennsylvania
$1.77M +$1.77M +75,567 New
SWM
155
Segment Wealth Management
Texas
$1.76M +$10.1K +430 +0.6%
BFG
156
Beacon Financial Group
Texas
$1.73M +$164K +7,002 +10%
CCM
157
Coldstream Capital Management
Washington
$1.72M +$33K +1,409 +2%
JP Morgan Chase
158
JP Morgan Chase
New York
$1.68M -$2.07M -88,283 -55%
ACM
159
Advance Capital Management
Michigan
$1.66M +$1.66M +70,735 New
JBC
160
Jefferson Bridge Capital
Tennessee
$1.61M +$1.62M +68,974 New
Creative Planning
161
Creative Planning
Kansas
$1.61M +$247K +10,553 +18%
IA
162
IFG Advisory
Georgia
$1.6M +$59.7K +2,547 +4%
FCM
163
Fortis Capital Management
Washington
$1.59M +$990K +42,258 +164%
FFG
164
Foundry Financial Group
New Hampshire
$1.53M +$432K +18,438 +39%
HIA
165
Harbor Investment Advisory
Maryland
$1.52M +$948K +40,456 +164%
RBC
166
Romano Brothers & Co
Illinois
$1.51M +$662K +28,253 +78%
PSIWM
167
Paradigm Strategies in Wealth Management
Minnesota
$1.5M -$264K -11,271 -15%
DWM
168
Drive Wealth Management
Utah
$1.48M -$133K -5,679 -8%
CL
169
COWA LLC
Oklahoma
$1.47M -$31K -1,322 -2%
CF
170
Cyr Financial
Illinois
$1.44M +$10.7K +457 +0.7%
CSP
171
Cary Street Partners
Virginia
$1.42M +$150K +6,420 +12%
FFIC
172
First Fiduciary Investment Counsel
Ohio
$1.41M +$217K +9,250 +18%
Comerica Bank
173
Comerica Bank
Texas
$1.41M +$138K +5,868 +11%
TC
174
TFR Capital
Texas
$1.4M +$1.4M +59,758 New
MSWM
175
McGlone Suttner Wealth Management
Wisconsin
$1.38M +$416K +17,735 +43%