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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
76
JDM Financial Group
Texas
$279K +$277K +13,049 New
UCFA
77
United Capital Financial Advisors
Texas
$279K +$277K +13,048 New
KAS
78
Kestra Advisory Services
Texas
$270K +$268K +12,629 New
Lido Advisors
79
Lido Advisors
California
$266K -$43.1K -2,032 -14%
HFA
80
Highland Financial Advisors
New Jersey
$250K
PS
81
Principal Securities
Iowa
$247K +$18.6K +878 +8%
GHA
82
Granite Harbor Advisors
Texas
$236K +$234K +11,026 New
PCA
83
Prosperity Capital Advisors
Ohio
$232K +$231K +10,872 New
GSB
84
Greenfield Savings Bank
Massachusetts
$224K +$12.4K +583 +6%
RWP
85
Reliant Wealth Planning
Kentucky
$217K
BWM
86
BCS Wealth Management
Tennessee
$214K
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$200K +$199K +9,367 New
KHC
88
Koesten Hirschmann & Crabtree
Kansas
$160K
FCA
89
FinTrust Capital Advisors
South Carolina
$114K +$42 +2 +0%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$77K +$18.8K +886 +33%
FPB
91
First PREMIER Bank
South Dakota
$74K
CTWM
92
Cherry Tree Wealth Management
Minnesota
$68.7K +$54.9K +2,589 +413%
BWL
93
Bogart Wealth LLC
Virginia
$68.5K
SWC
94
Spectrum Wealth Counsel
Indiana
$49K +$48.7K +2,293 New
GRP
95
Global Retirement Partners
California
$48.9K
CAL
96
Capital Analysts LLC
Pennsylvania
$45K
BEI
97
Benjamin Edwards Inc
Missouri
$44K -$170 -8 -0.4%
TCM
98
TD Capital Management
Tennessee
$41.7K +$424 +20 +1%
US Bancorp
99
US Bancorp
Minnesota
$40.1K
SPIA
100
Steward Partners Investment Advisory
New York
$38K