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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$1.65M +$57.1K +2,441 +4%
JBC
177
Jefferson Bridge Capital
Tennessee
$1.65M +$41.4K +1,771 +3%
GDP
178
Great Diamond Partners
Maine
$1.56M +$290K +12,376 +23%
Truist Financial
179
Truist Financial
North Carolina
$1.55M -$713K -30,495 -31%
CL
180
COWA LLC
Oklahoma
$1.54M +$80.1K +3,425 +5%
MSWM
181
McGlone Suttner Wealth Management
Wisconsin
$1.53M +$153K +6,556 +11%
TC
182
TFR Capital
Texas
$1.52M +$130K +5,553 +9%
FCM
183
Fortis Capital Management
Washington
$1.47M -$115K -4,903 -7%
PSIWM
184
Paradigm Strategies in Wealth Management
Minnesota
$1.46M -$26K -1,112 -2%
FFG
185
Foundry Financial Group
New Hampshire
$1.45M -$70.7K -3,022 -5%
CF
186
Cyr Financial
Illinois
$1.39M -$41.3K -1,765 -3%
FFIC
187
First Fiduciary Investment Counsel
Ohio
$1.38M -$25.5K -1,092 -2%
CSP
188
Cary Street Partners
Virginia
$1.36M -$50.6K -2,162 -4%
DWM
189
Drive Wealth Management
Utah
$1.27M -$204K -8,711 -14%
SWA
190
Sightline Wealth Advisors
Connecticut
$1.26M +$191K +8,169 +18%
RWP
191
Reliant Wealth Planning
Kentucky
$1.25M +$99.2K +4,239 +9%
FFA
192
Farther Finance Advisors
California
$1.22M +$260K +11,096 +27%
ACS
193
Archford Capital Strategies
Illinois
$1.2M -$23.8K -1,018 -2%
BFA
194
Beaumont Financial Advisors
Massachusetts
$1.19M +$1.2M +51,362 New
JAG
195
Journey Advisory Group
Kentucky
$1.17M
CP
196
Camelot Portfolios
Ohio
$1.16M -$211K -9,018 -15%
HNW
197
High Note Wealth
Minnesota
$1.16M +$1.07M +45,527 +1,019%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$1.16M -$29.2K -1,250 -2%
WP
199
Walleye Partners
Wisconsin
$1.14M +$8.59K +367 +0.8%
JCM
200
Jacobi Capital Management
Pennsylvania
$1.11M +$199K +8,501 +22%