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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$583K -$4.15M -176,075 -88%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$458K +$78.4K +3,330 +20%
BWFA
28
Baltimore-Washington Financial Advisors
Maryland
$345K +$350K +14,863 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$342K
MHIC
30
Marble Harbor Investment Counsel
Massachusetts
$298K -$298K -12,676 -50%
WA
31
Waverly Advisors
Alabama
$277K +$281K +11,916 New
APW
32
Austin Private Wealth
Texas
$271K +$62.8K +2,667 +30%
BFS
33
BridgePort Financial Solutions
Iowa
$251K
OAM
34
Occidental Asset Management
California
$243K +$247K +10,481 New
MA
35
Mutual Advisors
Nebraska
$238K
LT
36
Legacy Trust
Michigan
$234K +$238K +10,089 New
KPWS
37
Kestra Private Wealth Services
Texas
$222K +$6.08K +258 +3%
SCA
38
Snowden Capital Advisors
New York
$221K +$19.9K +844 +10%
GI
39
GAMMA Investing
California
$202K +$3.48K +148 +2%
NA
40
NewEdge Advisors
Louisiana
$83.5K
JP Morgan Chase
41
JP Morgan Chase
New York
$65K +$10K +425 +18%
APCM
42
Alaska Permanent Capital Management
Alaska
$57.3K +$58.2K +2,473 New
Osaic Holdings
43
Osaic Holdings
Arizona
$53.4K -$47.5K -2,019 -47%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$51.7K +$37.6K +1,597 +253%
OCM
45
Orion Capital Management
California
$46.4K
HNB
46
Huntington National Bank
Ohio
$33.4K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$26K +$5.42K +230 +25%
PS
48
Principal Securities
Iowa
$21K
BTI
49
Blue Trust Inc
Georgia
$18.1K +$212 +9 +1%
HI
50
Harbour Investments
Wisconsin
$12.3K