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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
101
Jacobi Capital Management
Pennsylvania
$372K +$279 +13 +0.1%
ADL
102
Asset Dedication LLC
California
$366K +$50.6K +2,357 +16%
SB
103
Strategic Blueprint
Georgia
$346K +$342K +15,901 New
FW
104
FullCircle Wealth
Texas
$343K +$337K +15,672 New
CL
105
COWA LLC
Oklahoma
$342K -$845K -39,335 -71%
TWM
106
Trinity Wealth Management
Pennsylvania
$334K +$1.96K +91 +0.6%
SF
107
Safeguard Financial
Wisconsin
$329K +$1.33K +62 +0.4%
CIA
108
Capital Investment Advisors
Georgia
$312K +$46.5K +2,166 +18%
RW
109
REDW Wealth
New Mexico
$310K
CCM
110
Coldstream Capital Management
Washington
$309K +$88K +4,098 +41%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$306K +$302K +14,056 New
CFGA
112
Cambridge Financial Group (Arizona)
Arizona
$302K
CBT
113
Crews Bank & Trust
Florida
$298K -$20.4K -950 -6%
JIR
114
James Investment Research
Ohio
$298K
MML Investors Services
115
MML Investors Services
Massachusetts
$295K -$9.84K -458 -3%
PP
116
Prosperity Planning
Missouri
$292K
T
117
Tableaux
Massachusetts
$286K +$283K +13,160 New
DWM
118
DecisionMap Wealth Management
Virginia
$281K
PS
119
Principal Securities
Iowa
$272K
RCA
120
Resonant Capital Advisors
Wisconsin
$263K -$46.3K -2,156 -15%
PCA
121
Prosperity Capital Advisors
Ohio
$258K -$8.64K -402 -3%
JIP
122
Jaffetilchin Investment Partners
Florida
$258K +$254K +11,829 New
JSA
123
Jim Saulnier & Associates
Colorado
$256K +$4.02K +187 +2%
HFA
124
Highland Financial Advisors
New Jersey
$255K
NG
125
Northstar Group
New York
$247K +$244K +11,342 New