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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Stockman Wealth Management
Montana
$5.54M +$174K +8,032 +3%
BWFA
52
Baltimore-Washington Financial Advisors
Maryland
$5.49M +$671K +30,910 +14%
ADL
53
Asset Dedication LLC
California
$5.37M +$636K +29,317 +13%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.15M -$115K -5,290 -2%
BAM
55
Belpointe Asset Management
Nevada
$4.81M +$254K +11,691 +6%
AWP
56
Accretive Wealth Partners
New Jersey
$4.37M +$798K +36,777 +22%
BFO
57
Boston Family Office
Massachusetts
$3.99M +$783K +36,094 +24%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$3.96M -$83.8K -3,863 -2%
PGA
59
Portland Global Advisors
Maine
$3.87M +$3.88M +178,937 New
Financial Engines Advisors
60
Financial Engines Advisors
California
$3.87M -$128K -5,882 -3%
HCM
61
Howland Capital Management
Massachusetts
$3.82M +$521K +23,996 +16%
NG
62
Northstar Group
New York
$3.7M +$762K +35,134 +26%
S
63
SignatureFD
Georgia
$3.66M +$50.2K +2,312 +1%
TFS
64
Thoroughbred Financial Services
Tennessee
$3.59M -$211K -9,726 -6%
PA
65
Parallel Advisors
California
$3.46M +$226K +10,407 +7%
MCM
66
MV Capital Management
Maryland
$3.09M
SCM
67
SCS Capital Management
Massachusetts
$2.87M -$35.2K -1,620 -1%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$2.84M -$7.59K -350 -0.3%
SA
69
Sanctuary Advisors
Indiana
$2.68M +$591K +27,247 +28%
AC
70
Apella Capital
Connecticut
$2.67M +$453K +20,889 +20%
LIM
71
Leavell Investment Management
Alabama
$2.55M -$37.6K -1,732 -1%
HFS
72
Hughes Financial Services
Virginia
$2.23M +$71.3K +3,285 +3%
VA
73
Valmark Advisers
Ohio
$2.19M +$575K +26,496 +35%
TAM
74
Titleist Asset Management
Texas
$2.15M +$303K +13,969 +16%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.83M -$825K -38,016 -31%