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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$452K -$48.7K -2,242 -10%
DWM
127
DecisionMap Wealth Management
Virginia
$440K +$97.1K +4,475 +28%
JCM
128
Jacobi Capital Management
Pennsylvania
$427K -$2.69K -124 -0.6%
HBT
129
Heartland Bank & Trust
Illinois
$424K – – –
WP
130
Walleye Partners
Wisconsin
$417K +$3.95K +182 +1%
AM
131
Atwater Malick
Pennsylvania
$399K +$99.3K +4,575 +33%
SAM
132
Smithbridge Asset Management
Pennsylvania
$398K – – –
PCIA
133
Prime Capital Investment Advisors
Kansas
$394K +$28.7K +1,324 +8%
PP
134
Prosperity Planning
Missouri
$387K – – –
BPA
135
Beacon Pointe Advisors
California
$380K +$13.6K +629 +4%
BMCM
136
Black Maple Capital Management
Wisconsin
$379K – – –
SWP
137
Summit Wealth Partners
Florida
$376K +$911 +42 +0.2%
SFB
138
STAR Financial Bank
Indiana
$375K -$8.77K -404 -2%
CA
139
CGN Advisors
Kansas
$373K +$1.71K +79 +0.5%
XPN
140
XY Planning Network
Montana
$373K +$374K +17,225 New
JIC
141
Johnson Investment Counsel
Ohio
$372K – – –
MWM
142
Madrid Wealth Management
New Mexico
$366K – – –
KIM
143
Kestra Investment Management
Texas
$365K +$18.1K +832 +5%
OPTFSNA
144
Old Point Trust & Financial Services N A
Virginia
$357K +$175K +8,050 +95%
BC
145
Barrett & Company
Rhode Island
$354K +$117K +5,374 +49%
OIA
146
OneDigital Investment Advisors
Kansas
$352K -$8.05K -371 -2%
TCA
147
Transcend Capital Advisors
New Jersey
$345K – – –
CL
148
COWA LLC
Oklahoma
$340K – – –
TWM
149
Trinity Wealth Management
Pennsylvania
$340K +$1.17K +54 +0.3%
SPP
150
Single Point Partners
Massachusetts
$331K +$332K +15,309 New
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