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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
176
FinTrust Capital Advisors
South Carolina
$136K – – –
BWL
177
Bogart Wealth LLC
Virginia
$128K – – –
KHC
178
Koesten Hirschmann & Crabtree
Kansas
$125K – – –
HI
179
Harbour Investments
Wisconsin
$101K +$4.01K +178 +4%
AIA
180
Arcadia Investment Advisors
Idaho
$97.9K – – –
FHA
181
First Horizon Advisors
Tennessee
$70.4K – – –
CAM
182
Creekmur Asset Management
Illinois
$70K +$69.7K +3,088 New
BWM
183
Bullock Wealth Management
Indiana
$62.3K +$722 +32 +1%
EPW
184
Evergreen Private Wealth
Colorado
$60.3K – – –
EW
185
Element Wealth
Mississippi
$49.5K – – –
TC
186
Trust Company
Kansas
$49.4K – – –
Jones Financial Companies
187
Jones Financial Companies
Missouri
$40.4K +$30.5K +1,353 +316%
SPIA
188
Steward Partners Investment Advisory
New York
$39K – – –
PWA
189
Provenance Wealth Advisors
Florida
$35.2K +$35.1K +1,554 New
JP Morgan Chase
190
JP Morgan Chase
New York
$32.6K +$32.4K +1,436 New
PTC
191
Private Trust Company
Ohio
$31.4K -$1.8K -80 -5%
PA
192
PSI Advisors
Florida
$30.2K – – –
KOCAA
193
Knights of Columbus Asset Advisors
Connecticut
$28.1K – – –
UCB
194
United Community Bank
South Carolina
$24.4K +$790 +35 +3%
BC
195
Barrett & Company
Rhode Island
$22.7K – – –
S
196
SignatureFD
Georgia
$22.7K +$22.6K +1,000 New
AF
197
Advisornet Financial
Minnesota
$18.3K +$226 +10 +1%
HIA
198
Harbor Investment Advisory
Maryland
$18.1K +$18K +800 New
BCWM
199
Bartlett & Co Wealth Management
Ohio
$13.6K – – –
PGAM
200
Princeton Global Asset Management
New Jersey
$10.2K – – –