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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APCM
76
Alaska Permanent Capital Management
Alaska
$162K +$2.62K +112 +2%
GRP
77
Global Retirement Partners
California
$154K +$154K +6,586 New
AWM
78
Activest Wealth Management
Florida
$152K – – –
OCM
79
Orion Capital Management
California
$117K – – –
ATPW
80
Ashton Thomas Private Wealth
Arizona
$106K – – –
CB
81
CNB Bank
Pennsylvania
$87.1K +$4.07K +174 +5%
APFP
82
Action Point Financial Planning
Michigan
$64.3K +$64.3K +2,751 New
NF
83
Napier Financial
Massachusetts
$52K – – –
CTWM
84
Cherry Tree Wealth Management
Minnesota
$47.2K – – –
BC
85
Barrett & Company
Rhode Island
$45.5K – – –
GSWM
86
Golden State Wealth Management
California
$35.9K +$561 +24 +2%
PA
87
Parallel Advisors
California
$31.6K +$31.6K +1,350 New
1L
88
10Elms LLP
Oklahoma
$29.3K +$16.4K +700 +127%
BTI
89
Blue Trust Inc
Georgia
$19.8K +$327 +14 +2%
AI
90
Atomic Invest
New York
$17.5K – – –
FFA
91
Farther Finance Advisors
California
$16.4K – – –
BWL
92
Bogart Wealth LLC
Virginia
$14.8K – – –
HPC
93
HM Payson & Co
Maine
$10.4K – – –
HI
94
Harbour Investments
Wisconsin
$1.57K – – –
BW
95
Basepoint Wealth
Iowa
$1.17K +$1.17K +50 New
TF
96
Threadgill Financial
Texas
– -$11.3M -486,139 Closed
AAM
97
Ameraudi Asset Management
New York
– -$224K -9,609 Closed
ASN
98
Advisory Services Network
Georgia
– -$125K -5,382 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– -$48.6K -2,086 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
– -$21.9K -941 Closed