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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFB
101
STAR Financial Bank
Indiana
$630K -$13.5K -616 -2%
SPWM
102
Straight Path Wealth Management
Michigan
$620K +$621K +28,253 New
BSTWA
103
Blake Schutter Theil Wealth Advisors
Ohio
$605K +$75.3K +3,425 +14%
AQR Capital Management
104
AQR Capital Management
Connecticut
$591K +$157K +7,153 +36%
LAM
105
L2 Asset Management
Massachusetts
$582K +$63.9K +2,906 +12%
GHA
106
Granite Harbor Advisors
Texas
$578K +$41.4K +1,886 +8%
DSC
107
Duncker Streett & Co
Missouri
$577K
Jane Street
108
Jane Street
New York
$557K +$558K +25,388 New
OPA
109
Old Port Advisors
Maine
$548K -$32.7K -1,490 -6%
HI
110
Harbour Investments
Wisconsin
$540K +$104K +4,713 +24%
SRC
111
Shufro Rose & Co
New York
$540K +$92.7K +4,217 +21%
WFMPM
112
Woodley Farra Manion Portfolio Management
Indiana
$530K +$530K +24,135 New
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$501K -$17.7M -807,062 -97%
Cerity Partners
114
Cerity Partners
New York
$488K +$14.1K +643 +3%
DAS
115
Daybright Advisory Services
Florida
$466K +$467K +21,251 New
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$457K +$376K +17,096 +460%
KAS
117
Kestra Advisory Services
Texas
$455K +$88.1K +4,010 +24%
APW
118
Austin Private Wealth
Texas
$450K -$19.1K -867 -4%
MML Investors Services
119
MML Investors Services
Massachusetts
$436K +$33.3K +1,517 +8%
JCM
120
Jacobi Capital Management
Pennsylvania
$430K +$28.4K +1,293 +7%
HBT
121
Heartland Bank & Trust
Illinois
$430K
Focus Partners Wealth
122
Focus Partners Wealth
Massachusetts
$429K +$33.5K +1,525 +8%
WP
123
Walleye Partners
Wisconsin
$416K +$417K +18,955 New
KPWS
124
Kestra Private Wealth Services
Texas
$402K +$132K +5,998 +49%
IAA
125
Independent Advisor Alliance
North Carolina
$397K +$397K +18,087 New