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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
101
Great Diamond Partners
Maine
$803K +$242K +11,169 +43%
CSP
102
Cary Street Partners
Virginia
$783K -$123K -5,690 -14%
KOMWMG
103
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$772K +$196K +9,034 +34%
CB
104
Chris Bulman
California
$771K -$70.2K -3,237 -8%
CFSG
105
Community Financial Services Group
Vermont
$742K +$746K +34,386 New
CIA
106
Capital Investment Advisors
Georgia
$720K +$868 +40 +0.1%
BEI
107
Benjamin Edwards Inc
Missouri
$716K -$16.7M -770,003 -96%
AQR Capital Management
108
AQR Capital Management
Connecticut
$703K +$119K +5,500 +20%
LAM
109
L2 Asset Management
Massachusetts
$700K +$22.2K +1,021 +3%
MFG
110
Mendota Financial Group
Wisconsin
$689K +$6.53K +301 +1%
HI
111
Harbour Investments
Wisconsin
$636K +$6.01K +277 +1%
KTM
112
Keeler Thomas Management
Utah
$626K -$223K -10,260 -26%
GHA
113
Granite Harbor Advisors
Texas
$624K -$323K -14,906 -34%
SPWM
114
Straight Path Wealth Management
Michigan
$620K -$22.3K -1,027 -3%
IAA
115
Independent Advisor Alliance
North Carolina
$605K -$2.28M -105,286 -79%
BSTWA
116
Blake Schutter Theil Wealth Advisors
Ohio
$594K
Creative Planning
117
Creative Planning
Kansas
$580K +$581K +26,768 New
National Bank of Canada
118
National Bank of Canada
Quebec, Canada
$568K +$45.5K +2,098 +9%
MML Investors Services
119
MML Investors Services
Massachusetts
$535K +$131K +6,022 +32%
MWM
120
Modern Wealth Management
Kansas
$525K +$526K +24,234 New
PJSIMP
121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$521K +$499 +23 +0.1%
T
122
Tableaux
Massachusetts
$503K -$52.4K -2,414 -9%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$493K +$435K +20,023 +731%
OPA
124
Old Port Advisors
Maine
$489K -$8.77K -404 -2%
DAS
125
Daybright Advisory Services
Florida
$467K +$5.88K +271 +1%