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iShares iBonds Dec 2029 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
201
Dearborn Partners
Illinois
$613K +$42.8K +1,833 +8%
DWT
202
Dorsey & Whitney Trust
South Dakota
$610K – – –
FCM
203
Fortis Capital Management
Washington
$606K +$12.4K +530 +2%
DWM
204
DecisionMap Wealth Management
Virginia
$599K +$44.9K +1,923 +8%
DSC
205
Duncker Streett & Co
Missouri
$581K -$34.5K -1,475 -6%
APW
206
Austin Private Wealth
Texas
$581K -$81.5K -3,491 -12%
HIA
207
Harbor Investment Advisory
Maryland
$578K +$143K +6,111 +33%
AGP
208
Autumn Glory Partners
Texas
$577K +$14.9K +637 +3%
SFO
209
Stokes Family Office
Louisiana
$571K – – –
RFN
210
Redwood Financial Network
Ohio
$561K +$118K +5,070 +27%
CA
211
Clearstead Advisors
Ohio
$556K +$84.3K +3,611 +18%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$549K +$82.3K +3,525 +18%
AT
213
American Trust
Kentucky
$537K +$534K +22,865 New
GDP
214
Great Diamond Partners
Maine
$533K +$531K +22,721 New
MTWM
215
Masso Torrence Wealth Management
New Jersey
$528K – – –
FWMM
216
Foundation Wealth Management (Missouri)
Missouri
$513K +$55.4K +2,370 +12%
1WM
217
1900 Wealth Management
Texas
$509K – – –
PWA
218
Provenance Wealth Advisors
Florida
$505K +$771 +33 +0.2%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$499K +$13K +558 +3%
GCA
220
Gradient Capital Advisors
California
$495K – – –
NGA
221
Naples Global Advisors
Florida
$475K +$98.7K +4,225 +26%
PP
222
Prosperity Planning
Missouri
$452K – – –
KPWS
223
Kestra Private Wealth Services
Texas
$445K +$69.7K +2,984 +19%
HBT
224
Heartland Bank & Trust
Illinois
$439K +$61.4K +2,627 +16%
BCPWM
225
Bradley & Co Private Wealth Management
Florida
$431K – – –