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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
Thoroughbred Financial Services
Tennessee
$527K -$92.2K -3,997 -15%
SMC
202
Smith, Moore & Co
Missouri
$527K +$184K +7,969 +55%
MTWM
203
Masso Torrence Wealth Management
New Jersey
$525K -$3.81K -165 -0.7%
1WM
204
1900 Wealth Management
Texas
$506K – – –
PWA
205
Provenance Wealth Advisors
Florida
$502K -$29.5K -1,279 -6%
GCA
206
Gradient Capital Advisors
California
$492K – – –
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$483K +$2.79K +121 +0.6%
Clearstead Advisors
208
Clearstead Advisors
Ohio
$469K +$114K +4,922 +32%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$463K +$438K +19,000 +2,194%
FWMM
210
Foundation Wealth Management (Missouri)
Missouri
$455K +$15.5K +671 +4%
PP
211
Prosperity Planning
Missouri
$449K – – –
RFN
212
Redwood Financial Network
Ohio
$439K +$48.6K +2,107 +13%
Mesirow Financial Investment Management
213
Mesirow Financial Investment Management
Illinois
$437K +$432K +18,737 New
HIA
214
Harbor Investment Advisory
Maryland
$432K +$389K +16,885 +1,030%
BCPWM
215
Bradley & Co Private Wealth Management
Florida
$429K – – –
Citadel Advisors
216
Citadel Advisors
Florida
$418K -$1.15M -49,863 -74%
EWS
217
Evergreen Wealth Solutions
Pennsylvania
$402K -$30.9K -1,340 -7%
T
218
Tableaux
Massachusetts
$394K +$104K +4,489 +36%
Ancora Advisors
219
Ancora Advisors
Ohio
$392K +$4.98K +216 +1%
MGO One Seven
220
MGO One Seven
Ohio
$384K +$33.4K +1,449 +10%
Dakota Wealth Management
221
Dakota Wealth Management
Florida
$381K -$23.1K -1,000 -6%
Ritholtz Wealth Management
222
Ritholtz Wealth Management
New York
$381K -$20.8K -900 -5%
MML Investors Services
223
MML Investors Services
Massachusetts
$377K -$255K -11,076 -41%
HBT
224
Heartland Bank & Trust
Illinois
$375K +$127K +5,516 +52%
NGA
225
Naples Global Advisors
Florida
$374K -$5.19K -225 -1%