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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$185K -$23.7K -1,085 -11%
PWA
152
Physician Wealth Advisors
Utah
$157K
HPC
153
HM Payson & Co
Maine
$152K
CTWM
154
Cherry Tree Wealth Management
Minnesota
$138K +$6K +274 +5%
GRP
155
Global Retirement Partners
California
$126K +$75.9K +3,467 +151%
AUB
156
Atlantic Union Bankshares
Virginia
$112K +$112K +5,119 New
HC
157
Hara Capital
Washington
$106K
PB
158
Pinnacle Bancorp
Nebraska
$101K +$101K +4,594 New
LWA
159
Lowe Wealth Advisors
Maryland
$95.9K
US Bancorp
160
US Bancorp
Minnesota
$89.9K
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$81.7K +$66.9K +3,057 +461%
FPB
162
First PREMIER Bank
South Dakota
$78K
AWM
163
AllSquare Wealth Management
New York
$76.7K +$56.1K +2,565 +276%
BWL
164
Bogart Wealth LLC
Virginia
$70.3K
Comerica Bank
165
Comerica Bank
Texas
$66.9K +$27.4K +1,251 +70%
BOJHT
166
Bank of Jackson Hole Trust
Wyoming
$62.2K -$12.1K -553 -16%
TCM
167
TD Capital Management
Tennessee
$44.9K +$438 +20 +1%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$38K +$372 +17 +1%
MA
169
MCF Advisors
Kentucky
$28.8K +$28.7K +1,311 New
ASN
170
Advisory Services Network
Georgia
$24K +$23.9K +1,092 New
HBW
171
Hazlett, Burt & Watson
West Virginia
$18K +$17.5K +798 New
OPTFSNA
172
Old Point Trust & Financial Services N A
Virginia
$15.4K
HNB
173
Huntington National Bank
Ohio
$13.5K
WANY
174
Wealthspire Advisors (New York)
New York
$10.3K +$10.3K +469 New
Fidelity Investments
175
Fidelity Investments
Massachusetts
$9.75K +$284 +13 +3%