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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Atlantic Private Wealth
North Carolina
$931K -$40.6K -1,857 -4%
SCA
77
Snowden Capital Advisors
New York
$929K +$69.9K +3,195 +8%
FFG
78
Foundry Financial Group
New Hampshire
$928K +$268K +12,231 +41%
CSP
79
Cary Street Partners
Virginia
$884K -$15.1K -688 -2%
EW
80
Evexia Wealth
Wisconsin
$847K +$41.5K +1,898 +5%
CIA
81
Compass Ion Advisors
Pennsylvania
$835K +$985 +45 +0.1%
P
82
&Partners
Tennessee
$784K +$782K +35,716 New
KF
83
Krilogy Financial
Missouri
$779K -$231K -10,541 -23%
BAM
84
Belpointe Asset Management
Nevada
$746K +$46.7K +2,132 +7%
JSA
85
Jim Saulnier & Associates
Colorado
$735K +$245K +11,208 +50%
SWP
86
Stratos Wealth Partners
Ohio
$703K +$722 +33 +0.1%
MFG
87
Mendota Financial Group
Wisconsin
$679K +$677K +30,937 New
SFB
88
STAR Financial Bank
Indiana
$644K -$1.76M -80,456 -73%
OPA
89
Old Port Advisors
Maine
$581K -$198K -9,059 -25%
DSC
90
Duncker Streett & Co
Missouri
$578K -$35.3K -1,611 -6%
GHA
91
Granite Harbor Advisors
Texas
$537K +$34.8K +1,590 +7%
RFG
92
RFP Financial Group
Georgia
$536K -$125K -5,729 -19%
BSTWA
93
Blake Schutter Theil Wealth Advisors
Ohio
$530K
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$529K +$21.8K +995 +4%
LAM
95
L2 Asset Management
Massachusetts
$518K +$516K +23,596 New
MPPLM
96
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$474K +$125K +5,733 +36%
Cerity Partners
97
Cerity Partners
New York
$474K
APW
98
Austin Private Wealth
Texas
$470K -$57.4K -2,622 -11%
NG
99
Northstar Group
New York
$460K +$246K +11,222 +115%
SRC
100
Shufro Rose & Co
New York
$444K -$11.6K -532 -3%