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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.31M +$1.45M +66,303 +38%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$5.08M +$1.04M +47,613 +26%
BWFA
53
Baltimore-Washington Financial Advisors
Maryland
$4.87M +$1.2M +54,557 +32%
ADL
54
Asset Dedication LLC
California
$4.77M +$1.47M +67,239 +44%
BAM
55
Belpointe Asset Management
Nevada
$4.6M +$481K +21,924 +12%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$4.08M -$344K -15,699 -8%
Financial Engines Advisors
57
Financial Engines Advisors
California
$4.04M +$328K +14,962 +9%
CIM
58
Confluence Investment Management
Missouri
$4M +$60.1K +2,739 +2%
TFS
59
Thoroughbred Financial Services
Tennessee
$3.83M +$390K +17,804 +11%
S
60
SignatureFD
Georgia
$3.64M +$135K +6,153 +4%
BW
61
BIP Wealth
Georgia
$3.61M -$421K -19,218 -10%
AWP
62
Accretive Wealth Partners
New Jersey
$3.61M +$230K +10,467 +7%
HCM
63
Howland Capital Management
Massachusetts
$3.33M +$267K +12,173 +9%
PA
64
Parallel Advisors
California
$3.26M +$154K +7,024 +5%
BFO
65
Boston Family Office
Massachusetts
$3.23M +$480K +21,872 +17%
MCM
66
MV Capital Management
Maryland
$3.12M +$32.5K +1,482 +1%
CPWM
67
Cypress Point Wealth Management
Texas
$3.03M +$2.63M +119,718 New
NG
68
Northstar Group
New York
$2.97M +$531K +24,200 +22%
SCM
69
SCS Capital Management
Massachusetts
$2.93M +$402K +18,352 +16%
EWS
70
Evergreen Wealth Solutions
Pennsylvania
$2.93M +$2.57M +117,010 +1,232%
IAA
71
Independent Advisor Alliance
North Carolina
$2.91M +$2.52M +115,122 +636%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$2.87M -$140K -6,367 -5%
HighTower Advisors
73
HighTower Advisors
Illinois
$2.68M +$425K +19,370 +19%
LIM
74
Leavell Investment Management
Alabama
$2.61M +$576K +26,247 +28%
AC
75
Apella Capital
Connecticut
$2.25M +$219K +9,995 +11%
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