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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSTWA
76
Blake Schutter Theil Wealth Advisors
Ohio
$477K +$482K +22,372 New
Cerity Partners
77
Cerity Partners
New York
$462K +$45K +2,089 +11%
BEI
78
Benjamin Edwards Inc
Missouri
$461K +$18.3K +850 +4%
GHA
79
Granite Harbor Advisors
Texas
$454K +$189K +8,752 +70%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$451K +$190K +8,827 +72%
Jane Street
81
Jane Street
New York
$433K -$147K -6,834 -25%
SWMG
82
Signature Wealth Management Group
Georgia
$413K +$417K +19,371 New
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$413K +$13.9K +643 +3%
GSB
84
Greenfield Savings Bank
Massachusetts
$402K +$195K +9,039 +92%
PJSIMP
85
P.J. Schmidt Investment Management (PJS)
Wisconsin
$402K +$92.4K +4,286 +29%
JCM
86
Jacobi Capital Management
Pennsylvania
$364K +$89.1K +4,133 +32%
AC
87
Apella Capital
Connecticut
$351K +$4.59K +213 +1%
MFG
88
Mendota Financial Group
Wisconsin
$334K -$117K -5,406 -26%
LIM
89
Leavell Investment Management
Alabama
$327K +$21.6K +1,000 +7%
TWM
90
Trinity Wealth Management
Pennsylvania
$326K +$329K +15,270 New
SF
91
Safeguard Financial
Wisconsin
$321K +$127K +5,882 +64%
CBT
92
Crews Bank & Trust
Florida
$312K +$316K +14,650 New
ADL
93
Asset Dedication LLC
California
$308K +$29K +1,347 +10%
RW
94
REDW Wealth
New Mexico
$304K -$131K -6,098 -30%
RCA
95
Resonant Capital Advisors
Wisconsin
$304K -$14.4K -667 -4%
MML Investors Services
96
MML Investors Services
Massachusetts
$299K +$75.8K +3,518 +33%
CFGA
97
Cambridge Financial Group (Arizona)
Arizona
$296K +$16.9K +785 +6%
JIR
98
James Investment Research
Ohio
$292K
SPIA
99
Steward Partners Investment Advisory
New York
$289K +$156K +7,242 +115%
KAS
100
Kestra Advisory Services
Texas
$286K +$16.1K +745 +6%