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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$1.61M +$300K +13,667 +23%
LWL
77
Leo Wealth LLC
Texas
$1.5M +$27.6K +1,256 +2%
ABC
78
Associated Banc-Corp
Wisconsin
$1.46M +$64.4K +2,929 +5%
TAM
79
Titleist Asset Management
Texas
$1.46M -$107K -4,879 -7%
Luther King Capital Management (LKCM)
80
Luther King Capital Management (LKCM)
Texas
$1.44M
FFG
81
Foundry Financial Group
New Hampshire
$1.38M +$455K +20,699 +49%
MBT
82
Montecito Bank & Trust
California
$1.25M +$76.1K +3,465 +6%
RWP
83
Reliant Wealth Planning
Kentucky
$1.23M +$254K +11,551 +26%
FAC
84
Financial Advisory Corporation
Michigan
$1.03M +$1.03M +46,929 New
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$1.01M +$1.01M +46,157 New
JSA
86
Jim Saulnier & Associates
Colorado
$1M +$267K +12,141 +36%
CB
87
Chris Bulman
California
$949K +$951K +43,267 New
SCA
88
Snowden Capital Advisors
New York
$944K +$15.6K +708 +2%
APW
89
Atlantic Private Wealth
North Carolina
$939K +$8.15K +371 +0.9%
Goldman Sachs
90
Goldman Sachs
New York
$922K +$924K +42,034 New
CSP
91
Cary Street Partners
Virginia
$881K -$3.01K -137 -0.3%
CIA
92
Compass Ion Advisors
Pennsylvania
$836K +$1.25K +57 +0.1%
SAM
93
Smithbridge Asset Management
Pennsylvania
$808K +$404K +18,400 +100%
KWM
94
KFG Wealth Management
Indiana
$781K +$782K +35,603 New
SWP
95
Summit Wealth Partners
Florida
$766K +$743K +33,813 New
MFG
96
Mendota Financial Group
Wisconsin
$687K +$8.33K +379 +1%
CIA
97
Capital Investment Advisors
Georgia
$685K +$313K +14,258 +84%
MPPLM
98
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$677K +$204K +9,262 +43%
EW
99
Evexia Wealth
Wisconsin
$665K -$181K -8,220 -21%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$662K +$134K +6,076 +25%