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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Washington Trust
Rhode Island
$279K
DWM
102
DecisionMap Wealth Management
Virginia
$275K +$278K +12,918 New
APW
103
Austin Private Wealth
Texas
$274K +$277K +12,865 New
PS
104
Principal Securities
Iowa
$272K +$2.07K +96 +0.8%
PCA
105
Prosperity Capital Advisors
Ohio
$262K -$2.95K -137 -1%
CIA
106
Capital Investment Advisors
Georgia
$260K +$262K +12,177 New
PP
107
Prosperity Planning
Missouri
$256K
BAM
108
Belpointe Asset Management
Nevada
$254K +$754 +35 +0.3%
HFA
109
Highland Financial Advisors
New Jersey
$249K
JSA
110
Jim Saulnier & Associates
Colorado
$246K -$357K -16,568 -59%
MBT
111
Montecito Bank & Trust
California
$222K +$225K +10,424 New
CCM
112
Coldstream Capital Management
Washington
$215K +$217K +10,083 New
BWM
113
BCS Wealth Management
Tennessee
$213K
Lido Advisors
114
Lido Advisors
California
$212K -$2.18K -101 -1%
EW
115
Element Wealth
Mississippi
$204K +$52.9K +2,455 +35%
AF
116
Allworth Financial
California
$202K +$184K +8,526 +899%
TC
117
Trust Company
Kansas
$168K +$31.2K +1,448 +22%
KIM
118
Kestra Investment Management
Texas
$154K +$155K +7,203 New
SWC
119
Spectrum Wealth Counsel
Indiana
$112K +$64.1K +2,973 +130%
BC
120
Barrett & Company
Rhode Island
$100K +$92.7K +4,300 +1,075%
PWA
121
Physician Wealth Advisors
Utah
$100K +$101K +4,694 New
CTWM
122
Cherry Tree Wealth Management
Minnesota
$93.6K +$17.4K +809 +23%
FPB
123
First PREMIER Bank
South Dakota
$77K +$2.8K +130 +4%
US Bancorp
124
US Bancorp
Minnesota
$76.7K
BWL
125
Bogart Wealth LLC
Virginia
$68.3K