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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$7.39M +$860K +39,524 +13%
DADC
27
D.A. Davidson & Co
Montana
$6.56M +$85.2K +3,919 +1%
RSWM
28
Robertson Stephens Wealth Management
California
$6.52M +$627K +28,853 +11%
FA
29
Fagan Associates
New York
$6.34M +$2.98K +137 +0%
CTC
30
Central Trust Company
Missouri
$6.27M +$527K +24,253 +9%
SCM
31
Spreng Capital Management
Ohio
$6.02M +$339K +15,581 +6%
FF
32
Foronjy Financial
California
$5.3M +$5.26M +241,795 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.66M -$566K -26,043 -11%
SWM
34
Stockman Wealth Management
Montana
$4.37M +$245K +11,277 +6%
BlackRock
35
BlackRock
New York
$4.24M +$673K +30,952 +19%
R
36
Rebalance
California
$3.91M +$2.59M +119,226 +202%
WWM
37
Whalen Wealth Management
Nevada
$3.67M -$436K -20,063 -11%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.64M +$852K +39,190 +31%
PAS
39
Park Avenue Securities
New York
$3.36M +$353K +16,226 +12%
AWP
40
Accretive Wealth Partners
New Jersey
$3.23M +$148K +6,791 +5%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$3.16M +$154K +7,101 +5%
HCM
42
Howland Capital Management
Massachusetts
$3.03M +$137K +6,311 +5%
S
43
SignatureFD
Georgia
$2.97M +$1.04M +47,755 +54%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.76M +$488K +22,443 +22%
PA
45
Parallel Advisors
California
$2.76M +$295K +13,557 +12%
MCM
46
MV Capital Management
Maryland
$2.65M +$366K +16,847 +16%
IA
47
IFP Advisors
Florida
$2.65M -$145K -6,686 -5%
KTM
48
Keeler Thomas Management
Utah
$2.58M +$588K +27,026 +30%
SFB
49
STAR Financial Bank
Indiana
$2.41M +$184K +8,476 +8%
BFO
50
Boston Family Office
Massachusetts
$2.36M +$542K +24,916 +30%