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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$232K +$204K +9,512 +822%
WT
127
Washington Trust
Rhode Island
$230K -$53.7K -2,500 -19%
BAM
128
Belpointe Asset Management
Nevada
$230K -$22.1K -1,027 -9%
CIAS
129
CFS Investment Advisory Services
New Jersey
$229K +$226K +10,510 New
TC
130
Trust Company
Kansas
$223K +$50.5K +2,351 +30%
Goldman Sachs
131
Goldman Sachs
New York
$220K +$218K +10,125 New
BWM
132
BCS Wealth Management
Tennessee
$218K
AWM
133
Apollon Wealth Management
South Carolina
$217K +$214K +9,975 New
Lido Advisors
134
Lido Advisors
California
$217K +$473 +22 +0.2%
MPPLM
135
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$214K +$211K +9,842 New
GPA
136
Guidance Point Advisors
Massachusetts
$210K +$207K +9,653 New
EW
137
Element Wealth
Mississippi
$208K
EWS
138
Evergreen Wealth Solutions
Pennsylvania
$207K +$204K +9,500 New
AF
139
Allworth Financial
California
$200K -$6.29K -293 -3%
SPIA
140
Steward Partners Investment Advisory
New York
$196K -$97.4K -4,535 -34%
PWA
141
Physician Wealth Advisors
Utah
$156K +$53.1K +2,470 +53%
BC
142
Barrett & Company
Rhode Island
$134K +$31.2K +1,450 +31%
JP Morgan Chase
143
JP Morgan Chase
New York
$126K +$55.6K +2,587 +81%
LWA
144
Lowe Wealth Advisors
Maryland
$119K +$117K +5,447 New
SWC
145
Spectrum Wealth Counsel
Indiana
$115K
PTC
146
Private Trust Company
Ohio
$112K +$111K +5,151 New
CTWM
147
Cherry Tree Wealth Management
Minnesota
$107K +$11.6K +539 +12%
HC
148
Hara Capital
Washington
$105K +$104K +4,832 New
FPB
149
First PREMIER Bank
South Dakota
$79K
US Bancorp
150
US Bancorp
Minnesota
$78.3K