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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
126
Great Diamond Partners
Maine
$308K +$307K +14,016 New
PP
127
Prosperity Planning
Missouri
$307K
CFGA
128
Cambridge Financial Group (Arizona)
Arizona
$305K
JIR
129
James Investment Research
Ohio
$301K
LWM
130
Liberty Wealth Management
California
$280K +$2.28K +104 +0.8%
PS
131
Principal Securities
Iowa
$280K
OCG
132
Opus Capital Group
Ohio
$274K +$274K +12,500 New
KPWS
133
Kestra Private Wealth Services
Texas
$270K +$269K +12,300 New
RCA
134
Resonant Capital Advisors
Wisconsin
$265K
JIP
135
Jaffetilchin Investment Partners
Florida
$265K +$2.58K +118 +1%
EW
136
Element Wealth
Mississippi
$261K
GPA
137
Guidance Point Advisors
Massachusetts
$260K +$47.3K +2,163 +22%
HFA
138
Highland Financial Advisors
New Jersey
$257K
PCA
139
Prosperity Capital Advisors
Ohio
$253K +$2.32K +106 +0.9%
HA
140
Hamel Associates
New Jersey
$248K +$10.1K +463 +4%
BC
141
Barrett & Company
Rhode Island
$234K +$53.1K +2,425 +29%
TC
142
Trust Company
Kansas
$225K
AWM
143
Apollon Wealth Management
South Carolina
$221K +$1.03K +47 +0.5%
Lido Advisors
144
Lido Advisors
California
$220K +$810 +37 +0.4%
BMCM
145
Black Maple Capital Management
Wisconsin
$220K +$219K +10,000 New
Bank of New York Mellon
146
Bank of New York Mellon
New York
$210K -$28.9K -1,321 -12%
EWS
147
Evergreen Wealth Solutions
Pennsylvania
$209K
WT
148
Washington Trust
Rhode Island
$206K
EH
149
Equitable Holdings
New York
$204K +$204K +9,305 New
AGP
150
Autumn Glory Partners
Texas
$203K +$202K +9,233 New