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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$892K +$51.5K +2,399 +6%
RWP
77
Reliant Wealth Planning
Kentucky
$864K
CSP
78
Cary Street Partners
Virginia
$864K +$49.4K +2,298 +6%
SCA
79
Snowden Capital Advisors
New York
$851K
AC
80
Apella Capital
Connecticut
$836K +$475K +22,132 +135%
FFG
81
Foundry Financial Group
New Hampshire
$795K +$177K +8,221 +29%
MBT
82
Montecito Bank & Trust
California
$781K +$547K +25,470 +244%
SWP
83
Stratos Wealth Partners
Ohio
$718K -$106K -4,943 -13%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$718K +$254K +11,836 +56%
KIM
85
Kestra Investment Management
Texas
$691K +$527K +24,545 +341%
DSC
86
Duncker Streett & Co
Missouri
$608K
SL
87
SWMG LLC
Texas
$580K +$571K +26,567 New
BSTWA
88
Blake Schutter Theil Wealth Advisors
Ohio
$538K +$50.2K +2,336 +10%
APW
89
Austin Private Wealth
Texas
$536K +$253K +11,768 +91%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$534K +$111K +5,161 +27%
CIA
91
Compass Ion Advisors
Pennsylvania
$527K
SWMG
92
Signature Wealth Management Group
Georgia
$520K +$97.5K +4,537 +23%
GHA
93
Granite Harbor Advisors
Texas
$479K +$15.1K +702 +3%
Cerity Partners
94
Cerity Partners
New York
$472K +$580 +27 +0.1%
SRC
95
Shufro Rose & Co
New York
$457K +$451K +20,983 New
GSB
96
Greenfield Savings Bank
Massachusetts
$406K -$4.6K -214 -1%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$404K -$395K -18,390 -50%
LIM
98
Leavell Investment Management
Alabama
$398K +$63.1K +2,939 +19%
HBT
99
Heartland Bank & Trust
Illinois
$387K +$382K +17,794 New
PJSIMP
100
P.J. Schmidt Investment Management (PJS)
Wisconsin
$381K -$29.2K -1,357 -7%