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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LBMC Investment Advisors
Tennessee
$319K
EW
152
Element Wealth
Mississippi
$314K +$2.97K +137 +1%
CF
153
Cyr Financial
Illinois
$311K +$6.23K +287 +2%
CFGA
154
Cambridge Financial Group (Arizona)
Arizona
$303K
OCG
155
Opus Capital Group
Ohio
$301K
JIR
156
James Investment Research
Ohio
$297K
CBT
157
Crews Bank & Trust
Florida
$294K
CCM
158
Coldstream Capital Management
Washington
$291K -$22.7K -1,045 -7%
MAS
159
Madden Advisory Services
Florida
$288K +$22.1K +1,018 +8%
OMIC
160
Old Mission Investment Co
Michigan
$283K +$284K +13,082 New
LWM
161
Liberty Wealth Management
California
$283K
LFAS
162
Level Four Advisory Services
Texas
$283K +$87 +4 +0%
PS
163
Principal Securities
Iowa
$283K +$239 +11 +0.1%
Jane Street
164
Jane Street
New York
$281K -$125K -5,779 -31%
ASN
165
Advisory Services Network
Georgia
$281K +$4.9K +226 +2%
PWA
166
Physician Wealth Advisors
Utah
$280K +$125K +5,772 +81%
KOC
167
Koss-Olinger Consulting
Florida
$280K +$1.78K +82 +0.6%
MAM
168
Milestone Asset Management
Pennsylvania
$278K +$279K +12,835 New
ACM
169
Alamar Capital Management
California
$275K
CIAS
170
CFS Investment Advisory Services
New Jersey
$268K
CSIA
171
Conrad Siegel Investment Advisors
Pennsylvania
$266K +$6.86K +316 +3%
GPA
172
Guidance Point Advisors
Massachusetts
$262K +$5.51K +254 +2%
AGP
173
Autumn Glory Partners
Texas
$260K +$60.3K +2,781 +30%
VAS
174
Vestmark Advisory Solutions
Massachusetts
$258K +$258K +11,901 New
HFA
175
Highland Financial Advisors
New Jersey
$253K