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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
$11.9M +$665K +30,300 +6%
LPT
27
Legacy Private Trust
Wisconsin
$11.7M +$283K +12,884 +2%
KF
28
Krilogy Financial
Missouri
$11.4M +$527K +24,018 +5%
SWP
29
Stratos Wealth Partners
Ohio
$11.3M +$486K +22,170 +4%
PA
30
Probity Advisors
Texas
$10.6M +$1.06M +48,156 +11%
SWM
31
Shelton Wealth Management
Texas
$10.2M +$1.52M +69,236 +17%
NA
32
NewEdge Advisors
Louisiana
$9.92M +$610K +27,825 +7%
HWA
33
Heartwood Wealth Advisors
Virginia
$9.59M +$9.63M +438,998 New
PAS
34
Park Avenue Securities
New York
$9.54M +$3.97M +180,809 +71%
WIM
35
Waycross Investment Management
Washington
$9.52M +$242K +11,054 +3%
E3F
36
Eight 31 Financial
Texas
$9.28M -$171K -7,784 -2%
PPWM
37
PFG Private Wealth Management
Florida
$9.24M +$8.64M +393,879 New
RSWM
38
Robertson Stephens Wealth Management
California
$7.9M +$297K +13,557 +4%
DADC
39
D.A. Davidson & Co
Montana
$7.85M +$452K +20,615 +6%
IWC
40
Integrated Wealth Concepts
Massachusetts
$7.51M +$4.14M +188,824 +122%
SCM
41
Spreng Capital Management
Ohio
$7.06M +$644K +29,370 +10%
FF
42
Foronjy Financial
California
$6.48M +$164K +7,477 +3%
FA
43
Fagan Associates
New York
$6.4M -$75.4K -3,439 -1%
Osaic Holdings
44
Osaic Holdings
Arizona
$6.3M -$306K -13,957 -5%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$6.01M +$991K +45,169 +20%
CTC
46
Central Trust Company
Missouri
$5.73M +$134K +6,129 +2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.55M +$2.07M +94,538 +59%
DSA
48
Droms Strauss Advisors
Missouri
$5.49M +$5.18M +236,137 New
SWM
49
Stockman Wealth Management
Montana
$5.42M +$530K +24,189 +11%
R
50
Rebalance
California
$5.39M -$200K -9,130 -4%