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iShares iBonds 2029 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ashton Thomas Private Wealth
76
Ashton Thomas Private Wealth
Arizona
$105K +$106K +4,514 New
CB
77
CNB Bank
Pennsylvania
$82.7K -$376 -16 -0.4%
NF
78
Napier Financial
Massachusetts
$51.7K +$52.2K +2,222 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$48.6K +$49K +2,086 New
CTWM
80
Cherry Tree Wealth Management
Minnesota
$47K – – –
BC
81
Barrett & Company
Rhode Island
$45.3K – – –
GSWM
82
Golden State Wealth Management
California
$35.1K +$35.5K +1,508 New
Fidelity Investments
83
Fidelity Investments
Massachusetts
$21.9K +$22.1K +941 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
Blue Trust Inc
85
Blue Trust Inc
Georgia
$19.4K +$212 +9 +1%
HBW
86
Hazlett, Burt & Watson
West Virginia
$18K +$212 +9 +1%
GSEP
87
Golden State Equity Partners
California
$17.5K +$17.6K +750 New
AI
88
Atomic Invest
New York
$17.3K +$17.6K +750 New
Farther Finance Advisors
89
Farther Finance Advisors
California
$16.2K – – –
Bogart Wealth LLC
90
Bogart Wealth LLC
Virginia
$14.8K – – –
1L
91
10Elms LLP
Oklahoma
$12.8K – – –
HM Payson & Co
92
HM Payson & Co
Maine
$10.4K – – –
Harbour Investments
93
Harbour Investments
Wisconsin
$1.56K – – –
BFS
94
BridgePort Financial Solutions
Iowa
– -$389K -16,441 Closed
HGA
95
Hobbs Group Advisors
South Carolina
– -$383K -16,202 Closed
Spire Wealth Management
96
Spire Wealth Management
Virginia
– -$297K -12,548 Closed
MAG
97
M3 Advisory Group
Massachusetts
– -$202K -8,558 Closed
RWP
98
Reliant Wealth Planning
Kentucky
– -$199K -8,431 Closed