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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
BC
84
Barrett & Company
Rhode Island
$45.5K
GSWM
85
Golden State Wealth Management
California
$35.9K +$561 +24 +2%
PA
86
Parallel Advisors
California
$31.6K +$31.6K +1,350 New
1L
87
10Elms LLP
Oklahoma
$29.3K +$16.4K +700 +127%
BTI
88
Blue Trust Inc
Georgia
$19.8K +$327 +14 +2%
FFA
89
Farther Finance Advisors
California
$16.4K
BWL
90
Bogart Wealth LLC
Virginia
$14.8K
HPC
91
HM Payson & Co
Maine
$10.4K
HI
92
Harbour Investments
Wisconsin
$1.57K
BW
93
Basepoint Wealth
Iowa
$1.17K +$1.17K +50 New
TF
94
Threadgill Financial
Texas
-$11.3M -486,139 Closed
AAM
95
Ameraudi Asset Management
New York
-$224K -9,609 Closed
ASN
96
Advisory Services Network
Georgia
-$125K -5,382 Closed
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
-$48.6K -2,086 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
-$21.9K -941 Closed
HBW
99
Hazlett, Burt & Watson
West Virginia
-$18K -765 Closed
GSEP
100
Golden State Equity Partners
California
-$17.5K -750 Closed