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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
REDW Wealth
New Mexico
$399K +$191K +8,851 +91%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$383K +$59.9K +2,778 +18%
RCA
53
Resonant Capital Advisors
Wisconsin
$349K -$151 -7 -0%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$340K +$341K +15,840 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$319K +$21.1K +977 +7%
Lido Advisors
56
Lido Advisors
California
$311K +$312K +14,470 New
CAN
57
Cetera Advisor Networks
California
$299K +$300K +13,897 New
FFG
58
Foundry Financial Group
New Hampshire
$297K +$297K +13,801 New
JIR
59
James Investment Research
Ohio
$294K +$48.5K +2,250 +20%
HC
60
Hara Capital
Washington
$289K +$289K +13,421 New
AWM
61
Apollon Wealth Management
South Carolina
$285K +$1.81K +84 +0.6%
OPA
62
Old Port Advisors
Maine
$267K +$267K +12,403 New
HFA
63
Highland Financial Advisors
New Jersey
$252K
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$246K -$31.2K -1,446 -11%
TFS
65
Thoroughbred Financial Services
Tennessee
$242K +$243K +11,258 New
RJA
66
Raymond James & Associates
Florida
$231K +$23.2K +1,077 +11%
PS
67
Principal Securities
Iowa
$230K
YWM
68
Yoder Wealth Management
California
$228K +$228K +10,600 New
Fisher Asset Management
69
Fisher Asset Management
Washington
$219K +$220K +10,196 New
RWP
70
Reliant Wealth Planning
Kentucky
$218K +$219K +10,155 New
BWM
71
BCS Wealth Management
Tennessee
$215K
GSB
72
Greenfield Savings Bank
Massachusetts
$213K +$214K +9,917 New
WT
73
Washington Trust
Rhode Island
$204K +$205K +9,500 New
KHC
74
Koesten Hirschmann & Crabtree
Kansas
$160K +$160K +7,425 New
FCA
75
FinTrust Capital Advisors
South Carolina
$115K +$22.7K +1,052 +24%