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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%
BWM
28
Bullock Wealth Management
Indiana
$393K +$116K +4,931 +41%
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$345K +$350K +14,863 New
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$342K – – –
MHIC
31
Marble Harbor Investment Counsel
Massachusetts
$298K -$298K -12,676 -50%
WA
32
Waverly Advisors
Alabama
$277K +$281K +11,916 New
APW
33
Austin Private Wealth
Texas
$271K +$62.8K +2,667 +30%
BFS
34
BridgePort Financial Solutions
Iowa
$251K – – –
OAM
35
Occidental Asset Management
California
$243K +$247K +10,481 New
MA
36
Mutual Advisors
Nebraska
$238K – – –
LT
37
Legacy Trust
Michigan
$234K +$238K +10,089 New
KPWS
38
Kestra Private Wealth Services
Texas
$222K +$6.08K +258 +3%
SCA
39
Snowden Capital Advisors
New York
$221K +$19.9K +844 +10%
GI
40
GAMMA Investing
California
$202K +$3.48K +148 +2%
NA
41
NewEdge Advisors
Louisiana
$83.5K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$65K +$10K +425 +18%
APCM
43
Alaska Permanent Capital Management
Alaska
$57.3K +$58.2K +2,473 New
Osaic Holdings
44
Osaic Holdings
Arizona
$53.4K -$47.5K -2,019 -47%
CTWM
45
Cherry Tree Wealth Management
Minnesota
$51.7K +$37.6K +1,597 +253%
OCM
46
Orion Capital Management
California
$46.4K – – –
HNB
47
Huntington National Bank
Ohio
$33.4K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$26K +$5.42K +230 +25%
PS
49
Principal Securities
Iowa
$21K – – –
BTI
50
Blue Trust Inc
Georgia
$18.1K +$212 +9 +1%