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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
76
Resonant Capital Advisors
Wisconsin
$329K -$29.5K -1,351 -8%
SFS
77
Sowell Financial Services
Arkansas
$328K -$96.9K -4,434 -23%
PJSIMP
78
P.J. Schmidt Investment Management (PJS)
Wisconsin
$322K +$318K +14,551 New
LIM
79
Leavell Investment Management
Alabama
$317K +$314K +14,350 New
JIR
80
James Investment Research
Ohio
$303K
FTUS
81
Flow Traders U.S.
New York
$292K -$300K -13,720 -51%
ADL
82
Asset Dedication LLC
California
$290K
CFGA
83
Cambridge Financial Group (Arizona)
Arizona
$290K
WT
84
Washington Trust
Rhode Island
$289K
JCM
85
Jacobi Capital Management
Pennsylvania
$286K +$283K +12,944 New
KAS
86
Kestra Advisory Services
Texas
$280K +$721 +33 +0.3%
PS
87
Principal Securities
Iowa
$280K +$23.7K +1,083 +9%
GHA
88
Granite Harbor Advisors
Texas
$277K +$33K +1,512 +14%
PCA
89
Prosperity Capital Advisors
Ohio
$275K +$33.9K +1,551 +14%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$273K +$191K +8,720 +242%
JFG
91
JDM Financial Group
Texas
$272K -$16.1K -736 -6%
PP
92
Prosperity Planning
Missouri
$265K
HFA
93
Highland Financial Advisors
New Jersey
$259K
BAM
94
Belpointe Asset Management
Nevada
$255K +$249K +11,392 +7,446%
CSPAM
95
Cary Street Partners Asset Management
Virginia
$252K +$249K +11,397 New
MML Investors Services
96
MML Investors Services
Massachusetts
$232K +$230K +10,504 New
Lido Advisors
97
Lido Advisors
California
$222K -$52.4K -2,397 -19%
BWM
98
BCS Wealth Management
Tennessee
$221K
GSB
99
Greenfield Savings Bank
Massachusetts
$217K -$15K -687 -7%
HC
100
Hara Capital
Washington
$206K -$89.6K -4,100 -31%