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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$597K
OPA
52
Old Port Advisors
Maine
$578K +$311K +14,659 +118%
FTUS
53
Flow Traders U.S.
New York
$576K +$572K +26,945 New
CIA
54
Compass Ion Advisors
Pennsylvania
$520K
VA
55
Valmark Advisers
Ohio
$466K +$67.6K +3,187 +17%
KF
56
Krilogy Financial
Missouri
$438K -$195K -9,169 -31%
RW
57
REDW Wealth
New Mexico
$435K +$38K +1,790 +10%
FFG
58
Foundry Financial Group
New Hampshire
$431K +$135K +6,380 +46%
Cerity Partners
59
Cerity Partners
New York
$418K
SFS
60
Sowell Financial Services
Arkansas
$411K -$91.9K -4,332 -18%
MFG
61
Mendota Financial Group
Wisconsin
$407K +$3.99K +188 +1%
DSC
62
Duncker Streett & Co
Missouri
$400K +$397K +18,728 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$393K +$12.5K +589 +3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$382K +$379K +17,882 New
MA
65
Mutual Advisors
Nebraska
$380K -$144K -6,793 -28%
RCA
66
Resonant Capital Advisors
Wisconsin
$347K
AC
67
Apella Capital
Connecticut
$345K +$342K +16,124 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$317K +$615 +29 +0.2%
JIR
69
James Investment Research
Ohio
$293K
HC
70
Hara Capital
Washington
$287K
AWM
71
Apollon Wealth Management
South Carolina
$286K +$2.8K +132 +1%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$282K +$37.4K +1,762 +15%
ADL
73
Asset Dedication LLC
California
$280K +$278K +13,105 New
CFGA
74
Cambridge Financial Group (Arizona)
Arizona
$280K +$278K +13,105 New
WT
75
Washington Trust
Rhode Island
$279K +$75.6K +3,562 +37%