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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$280K +$272K +12,878 New
MFG
52
Mendota Financial Group
Wisconsin
$264K +$257K +12,127 New
HFA
53
Highland Financial Advisors
New Jersey
$255K +$248K +11,698 New
JIR
54
James Investment Research
Ohio
$249K +$242K +11,446 New
PS
55
Principal Securities
Iowa
$233K +$226K +10,689 New
BWM
56
BCS Wealth Management
Tennessee
$218K +$211K +9,991 New
RW
57
REDW Wealth
New Mexico
$211K +$205K +9,708 New
RJA
58
Raymond James & Associates
Florida
$211K +$205K +9,677 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$133K +$132K +6,229 New
FCA
60
FinTrust Capital Advisors
South Carolina
$93.6K +$5.21K +246 +6%
FPB
61
First PREMIER Bank
South Dakota
$74K
BWL
62
Bogart Wealth LLC
Virginia
$71.5K +$69.4K +3,281 New
GRP
63
Global Retirement Partners
California
$49.7K -$31.9K -1,508 -40%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$49K -$21 -1 -0%
CAL
65
Capital Analysts LLC
Pennsylvania
$46K
TCM
66
TD Capital Management
Tennessee
$41.8K +$487 +23 +1%
SPIA
67
Steward Partners Investment Advisory
New York
$38.8K
EPW
68
Evergreen Private Wealth
Colorado
$25.4K +$24.7K +1,168 New
BEI
69
Benjamin Edwards Inc
Missouri
$25K -$7.58K -358 -23%
GBT
70
Grove Bank & Trust
Florida
$24.5K
AF
71
Allworth Financial
California
$20.6K +$20.1K +948 New
ASN
72
Advisory Services Network
Georgia
$11K +$10.7K +507 New
CTWM
73
Cherry Tree Wealth Management
Minnesota
$3.48K +$3.38K +160 New
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$10.5K -500 Closed
Creative Planning
75
Creative Planning
Kansas
-$3.8K -181 Closed