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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMS
26
Wealth Management Strategies
Pennsylvania
$12.5M +$759K +34,960 +6%
KF
27
Krilogy Financial
Missouri
$12.2M +$893K +41,166 +8%
LPT
28
Legacy Private Trust
Wisconsin
$12M +$397K +18,312 +3%
SWP
29
Stratos Wealth Partners
Ohio
$11.5M +$337K +15,540 +3%
PA
30
Probity Advisors
Texas
$11.5M +$975K +44,949 +9%
SWM
31
Shelton Wealth Management
Texas
$10.9M +$745K +34,314 +7%
NA
32
NewEdge Advisors
Louisiana
$10.8M +$997K +45,939 +10%
EL
33
ES4 LLC
California
$10.6M +$9.94M +457,923 New
MA
34
MCF Advisors
Kentucky
$10M +$9.34M +430,563 +32,276%
HWA
35
Heartwood Wealth Advisors
Virginia
$9.66M +$157K +7,256 +2%
WIM
36
Waycross Investment Management
Washington
$9.59M +$158K +7,259 +2%
E3F
37
Eight 31 Financial
Texas
$9.45M +$252K +11,634 +3%
PAS
38
Park Avenue Securities
New York
$8.58M -$878K -40,458 -9%
DADC
39
D.A. Davidson & Co
Montana
$8.29M +$507K +23,378 +7%
RSWM
40
Robertson Stephens Wealth Management
California
$8.08M +$249K +11,460 +3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$7.02M +$1.06M +48,817 +18%
SCM
42
Spreng Capital Management
Ohio
$6.98M -$16.4K -755 -0.2%
FF
43
Foronjy Financial
California
$6.83M +$407K +18,747 +6%
FA
44
Fagan Associates
New York
$6.37M +$29.7K +1,367 +0.5%
Osaic Holdings
45
Osaic Holdings
Arizona
$6.3M +$48.2K +2,223 +0.8%
Stifel Financial
46
Stifel Financial
Missouri
$5.97M -$15.4M -711,280 -72%
CTC
47
Central Trust Company
Missouri
$5.95M +$277K +12,749 +5%
R
48
Rebalance
California
$5.85M +$515K +23,743 +10%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$5.71M +$206K +9,478 +4%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$5.62M +$579K +26,699 +11%