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iShares iBonds Dec 2029 Term Treasury ETF
IBTJ

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
126
Merit Financial Group
Georgia
$395K +$45.5K +2,071 +13%
GDP
127
Great Diamond Partners
Maine
$377K +$69.1K +3,145 +22%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$374K -$10.7K -486 -3%
MWM
129
Madrid Wealth Management
New Mexico
$371K +$371K +16,901 New
SWMG
130
Signature Wealth Management Group
Georgia
$365K – – –
OIA
131
OneDigital Investment Advisors
Kansas
$365K +$366K +16,651 New
T
132
Tableaux
Massachusetts
$359K -$82.3K -3,747 -19%
PCIA
133
Prime Capital Investment Advisors
Kansas
$357K +$358K +16,278 New
TCA
134
Transcend Capital Advisors
New Jersey
$349K – – –
KIM
135
Kestra Investment Management
Texas
$349K +$44 +2 +0%
DWM
136
DecisionMap Wealth Management
Virginia
$347K +$4.13K +188 +1%
CL
137
COWA LLC
Oklahoma
$345K – – –
TWM
138
Trinity Wealth Management
Pennsylvania
$344K – – –
PP
139
Prosperity Planning
Missouri
$342K – – –
BC
140
Barrett & Company
Rhode Island
$340K +$106K +4,813 +45%
CF
141
Cyr Financial
Illinois
$339K -$52.5K -2,391 -13%
CCM
142
Coldstream Capital Management
Washington
$318K – – –
OCG
143
Opus Capital Group
Ohio
$305K +$30.8K +1,400 +11%
CA
144
CGN Advisors
Kansas
$302K +$302K +13,739 New
JIR
145
James Investment Research
Ohio
$301K – – –
CFGA
146
Cambridge Financial Group (Arizona)
Arizona
$299K +$2.66K +121 +0.9%
CBT
147
Crews Bank & Trust
Florida
$298K -$52.7K -2,400 -15%
ML
148
MLP3 LLC
New Jersey
$291K +$291K +13,240 New
GRP
149
Global Retirement Partners
California
$287K +$160K +7,301 +127%
LFAS
150
Level Four Advisory Services
Texas
$286K +$287K +13,052 New
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