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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$254K +$252K +11,569 New
PCA
127
Prosperity Capital Advisors
Ohio
$250K -$10.6K -488 -4%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$239K -$68.7K -3,158 -22%
HA
129
Hamel Associates
New Jersey
$238K +$236K +10,846 New
PWS
130
Precision Wealth Strategies
Missouri
$231K +$229K +10,546 New
TC
131
Trust Company
Kansas
$225K -$65 -3 -0%
AWM
132
Apollon Wealth Management
South Carolina
$220K +$1.04K +48 +0.5%
Lido Advisors
133
Lido Advisors
California
$219K +$805 +37 +0.4%
NG
134
Northstar Group
New York
$213K -$35.3K -1,622 -14%
GPA
135
Guidance Point Advisors
Massachusetts
$212K +$370 +17 +0.2%
SPIA
136
Steward Partners Investment Advisory
New York
$209K +$11.2K +517 +6%
EWS
137
Evergreen Wealth Solutions
Pennsylvania
$208K
WT
138
Washington Trust
Rhode Island
$205K -$26.1K -1,200 -11%
CIAS
139
CFS Investment Advisory Services
New Jersey
$203K -$27.6K -1,269 -12%
BC
140
Barrett & Company
Rhode Island
$181K +$45.3K +2,085 +34%
PWA
141
Physician Wealth Advisors
Utah
$157K
HPC
142
HM Payson & Co
Maine
$152K +$150K +6,915 New
CTWM
143
Cherry Tree Wealth Management
Minnesota
$132K +$23.7K +1,089 +22%
HC
144
Hara Capital
Washington
$106K
LWA
145
Lowe Wealth Advisors
Maryland
$95.8K -$23.4K -1,078 -20%
US Bancorp
146
US Bancorp
Minnesota
$89.8K +$10.9K +500 +14%
FPB
147
First PREMIER Bank
South Dakota
$78K -$1K -46 -1%
BOJHT
148
Bank of Jackson Hole Trust
Wyoming
$74.3K
BWL
149
Bogart Wealth LLC
Virginia
$70.2K
JP Morgan Chase
150
JP Morgan Chase
New York
$64.3K -$62K -2,853 -49%