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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$398K +$163K +7,487 +70%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$391K +$388K +17,847 New
KIM
103
Kestra Investment Management
Texas
$390K -$304K -13,977 -44%
PJSIMP
104
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K +$522 +24 +0.1%
CIA
105
Capital Investment Advisors
Georgia
$372K +$57K +2,623 +18%
TCA
106
Transcend Capital Advisors
New Jersey
$349K -$674K -31,000 -66%
MPPLM
107
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$348K +$131K +6,022 +61%
CL
108
COWA LLC
Oklahoma
$345K
TWM
109
Trinity Wealth Management
Pennsylvania
$343K +$6.68K +307 +2%
FW
110
FullCircle Wealth
Texas
$343K
DWM
111
DecisionMap Wealth Management
Virginia
$343K +$59.2K +2,721 +21%
MFG
112
Merit Financial Group
Georgia
$333K +$330K +15,184 New
CF
113
Cyr Financial
Illinois
$331K +$328K +15,095 New
CCM
114
Coldstream Capital Management
Washington
$311K
CBT
115
Crews Bank & Trust
Florida
$310K +$10K +460 +3%
PP
116
Prosperity Planning
Missouri
$307K
CFGA
117
Cambridge Financial Group (Arizona)
Arizona
$304K
JIR
118
James Investment Research
Ohio
$300K
SWP
119
Summit Wealth Partners
Florida
$282K +$263K +12,080 New
PS
120
Principal Securities
Iowa
$279K
LWM
121
Liberty Wealth Management
California
$277K +$275K +12,644 New
RCA
122
Resonant Capital Advisors
Wisconsin
$265K
JIP
123
Jaffetilchin Investment Partners
Florida
$262K +$2.54K +117 +1%
EW
124
Element Wealth
Mississippi
$260K +$50.2K +2,307 +24%
HFA
125
Highland Financial Advisors
New Jersey
$256K