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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Safeguard Financial
Wisconsin
$202K +$200K +9,148 New
EW
102
Element Wealth
Mississippi
$157K +$155K +7,114 New
TC
103
Trust Company
Kansas
$143K +$141K +6,446 New
SPIA
104
Steward Partners Investment Advisory
New York
$139K +$98.6K +4,514 +254%
FCA
105
FinTrust Capital Advisors
South Carolina
$118K +$66 +3 +0.1%
US Bancorp
106
US Bancorp
Minnesota
$79.5K +$37.6K +1,720 +92%
CTWM
107
Cherry Tree Wealth Management
Minnesota
$79.1K +$7.95K +364 +11%
FPB
108
First PREMIER Bank
South Dakota
$77K
BWL
109
Bogart Wealth LLC
Virginia
$70.8K
PA
110
Parallel Advisors
California
$61.5K +$60.8K +2,781 New
SWC
111
Spectrum Wealth Counsel
Indiana
$50.7K
GRP
112
Global Retirement Partners
California
$50.6K
FFA
113
Farther Finance Advisors
California
$50K +$49.4K +2,261 New
CAL
114
Capital Analysts LLC
Pennsylvania
$47K
TCM
115
TD Capital Management
Tennessee
$43.5K +$415 +19 +1%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$36.9K +$350 +16 +1%
EPW
117
Evergreen Private Wealth
Colorado
$25.8K
AF
118
Allworth Financial
California
$21K
KHC
119
Koesten Hirschmann & Crabtree
Kansas
$17.1K -$145K -6,650 -90%
Comerica Bank
120
Comerica Bank
Texas
$14.1K
CAM
121
Costello Asset Management
Pennsylvania
$9.95K +$9.83K +450 New
BC
122
Barrett & Company
Rhode Island
$8.84K
LCM
123
Logan Capital Management
Pennsylvania
$6.32K +$6.25K +286 New
CFD
124
Creative Financial Designs
Indiana
$3.36K +$3.32K +152 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.42K