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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
176
Bullock Wealth Management
Indiana
$778K +$133K +5,756 +21%
Brookstone Capital Management
177
Brookstone Capital Management
Illinois
$772K +$8.33K +361 +1%
FIB
178
First Interstate Bank
Montana
$764K – – –
SWA
179
Sightline Wealth Advisors
Connecticut
$745K +$286K +12,419 +64%
Atria Investments
180
Atria Investments
North Carolina
$693K -$1.87M -81,233 -73%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$683K -$1.25M -54,005 -65%
VWM
182
Valley Wealth Managers
New Jersey
$680K -$5.1K -221 -0.8%
Comerica Bank
183
Comerica Bank
Texas
$676K -$301K -13,031 -31%
JCM
184
Jacobi Capital Management
Pennsylvania
$663K +$30.1K +1,303 +5%
FFP
185
FourThought Financial Partners
Florida
$659K +$652K +28,248 New
APW
186
Austin Private Wealth
Texas
$659K -$14.4K -626 -2%
1L
187
10Elms LLP
Oklahoma
$654K +$99.2K +4,300 +18%
JIR
188
James Investment Research
Ohio
$638K – – –
DSC
189
Duncker Streett & Co
Missouri
$612K – – –
AWAU
190
Alliance Wealth Advisors (Utah)
Utah
$610K +$603K +26,143 New
DWT
191
Dorsey & Whitney Trust
South Dakota
$607K – – –
RSWA
192
Robinson Smith Wealth Advisors
Maine
$600K +$1.06K +46 +0.2%
EP Wealth Advisors
193
EP Wealth Advisors
California
$593K +$188K +8,138 +47%
FCM
194
Fortis Capital Management
Washington
$590K -$215K -9,332 -27%
MA
195
Mutual Advisors
Nebraska
$581K -$141K -6,092 -20%
SFO
196
Stokes Family Office
Louisiana
$568K – – –
DP
197
Dearborn Partners
Illinois
$567K +$35.5K +1,540 +7%
AGP
198
Autumn Glory Partners
Texas
$558K – – –
Forvis Mazars Wealth Advisors
199
Forvis Mazars Wealth Advisors
Missouri
$552K +$545K +23,643 New
DWM
200
DecisionMap Wealth Management
Virginia
$551K +$147K +6,376 +37%