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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$3.69M +$3.7M +168,262 New
S
52
SignatureFD
Georgia
$3.52M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$3.5M +$426K +19,371 +14%
TFS
54
Thoroughbred Financial Services
Tennessee
$3.46M +$325K +14,766 +10%
IWC
55
Integrated Wealth Concepts
Massachusetts
$3.4M +$1.74M +78,977 +104%
AWP
56
Accretive Wealth Partners
New Jersey
$3.39M +$87.6K +3,984 +3%
ADL
57
Asset Dedication LLC
California
$3.32M +$2.13M +96,836 +178%
PA
58
Parallel Advisors
California
$3.12M +$112K +5,115 +4%
MCM
59
MV Capital Management
Maryland
$3.1M +$85K +3,870 +3%
HCM
60
Howland Capital Management
Massachusetts
$3.08M +$23.5K +1,068 +0.8%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$3.02M -$4.72M -214,868 -61%
BFO
62
Boston Family Office
Massachusetts
$2.77M +$359K +16,345 +15%
KTM
63
Keeler Thomas Management
Utah
$2.65M +$37K +1,682 +1%
SCM
64
SCS Capital Management
Massachusetts
$2.54M +$206K +9,357 +9%
NG
65
Northstar Group
New York
$2.45M +$1.99M +90,711 +433%
HighTower Advisors
66
HighTower Advisors
Illinois
$2.26M +$779K +35,451 +52%
HFS
67
Hughes Financial Services
Virginia
$2.15M +$2.16M +98,070 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$2.09M +$13.1K +594 +0.6%
LIM
69
Leavell Investment Management
Alabama
$2.04M +$608K +27,678 +42%
AC
70
Apella Capital
Connecticut
$2.04M +$432K +19,646 +27%
SA
71
Sanctuary Advisors
Indiana
$2.04M +$218K +9,905 +12%
AI
72
Atria Investments
North Carolina
$1.9M +$13.6K +621 +0.7%
FA
73
FF Advisors
California
$1.8M +$66.9K +3,042 +4%
VA
74
Valmark Advisers
Ohio
$1.67M +$568K +25,865 +51%
IA
75
IFP Advisors
Florida
$1.65M +$249K +11,323 +18%