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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSEWM
51
River's Edge Wealth Management
Pennsylvania
$369K +$1.53K +65 +0.4%
IA
52
IFP Advisors
Florida
$365K -$114K -4,852 -24%
FCH
53
Freestone Capital Holdings
Washington
$349K -$130K -5,532 -27%
SWM
54
Segment Wealth Management
Texas
$337K +$341K +14,490 New
HL
55
HeadInvest LLC
Maine
$327K -$304K -12,950 -48%
RA
56
Ruggaard & Associates
Ohio
$319K +$322K +13,694 New
OAM
57
Occidental Asset Management
California
$310K
LT
58
Legacy Trust
Michigan
$264K
WA
59
Waverly Advisors
Alabama
$251K -$35.4K -1,504 -12%
MAS
60
Madden Advisory Services
Florida
$248K +$251K +10,662 New
EIP
61
Ellis Investment Partners
Pennsylvania
$247K +$28.6K +1,215 +13%
Cerity Partners
62
Cerity Partners
New York
$241K +$243K +10,341 New
T
63
Tableaux
Massachusetts
$239K +$241K +10,249 New
1WM
64
1900 Wealth Management
Texas
$229K +$231K +9,817 New
AAM
65
Ameraudi Asset Management
New York
$224K
Osaic Holdings
66
Osaic Holdings
Arizona
$221K +$128K +5,428 +134%
SL
67
Summitry LLC
California
$219K +$221K +9,415 New
DF
68
Daviman Financial
Indiana
$212K +$214K +9,087 New
MA
69
MCF Advisors
Kentucky
$168K +$170K +7,217 New
APCM
70
Alaska Permanent Capital Management
Alaska
$159K +$1.79K +76 +1%
AWM
71
Activest Wealth Management
Florida
$152K +$153K +6,510 New
ASN
72
Advisory Services Network
Georgia
$125K +$127K +5,382 New
GI
73
GAMMA Investing
California
$122K +$58.8K +2,500 +91%
OCM
74
Orion Capital Management
California
$116K
ATPW
75
Ashton Thomas Private Wealth
Arizona
$105K +$106K +4,514 New