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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Principal Securities
Iowa
$284K +$4.42K +201 +2%
ASN
152
Advisory Services Network
Georgia
$284K +$260K +11,836 +1,084%
LWM
153
Liberty Wealth Management
California
$283K +$2.88K +131 +1%
ACM
154
Alamar Capital Management
California
$279K +$279K +12,700 New
CIAS
155
CFS Investment Advisory Services
New Jersey
$272K +$273K +12,404 New
JIP
156
Jaffetilchin Investment Partners
Florida
$268K +$3.25K +148 +1%
RCA
157
Resonant Capital Advisors
Wisconsin
$265K
EW
158
Element Wealth
Mississippi
$261K +$747 +34 +0.3%
CSIA
159
Conrad Siegel Investment Advisors
Pennsylvania
$258K +$258K +11,754 New
HFA
160
Highland Financial Advisors
New Jersey
$257K
RFG
161
RFP Financial Group
Georgia
$256K -$279K -12,697 -52%
OBWP
162
O'Brien Wealth Partners
Massachusetts
$253K +$254K +11,541 New
GPA
163
Guidance Point Advisors
Massachusetts
$248K -$11.6K -526 -4%
TC
164
Trust Company
Kansas
$225K +$22 +1 +0%
AWM
165
Apollon Wealth Management
South Carolina
$222K +$1.3K +59 +0.6%
Lido Advisors
166
Lido Advisors
California
$220K
BMCM
167
Black Maple Capital Management
Wisconsin
$219K
FIA
168
Foundations Investment Advisors
Arizona
$209K +$209K +9,512 New
EWS
169
Evergreen Wealth Solutions
Pennsylvania
$208K
BPA
170
Beacon Pointe Advisors
California
$208K +$208K +9,459 New
WT
171
Washington Trust
Rhode Island
$205K
AGP
172
Autumn Glory Partners
Texas
$203K
Bank of New York Mellon
173
Bank of New York Mellon
New York
$201K -$9.27K -422 -4%
OPTFSNA
174
Old Point Trust & Financial Services N A
Virginia
$185K +$170K +7,736 +1,105%
PWA
175
Physician Wealth Advisors
Utah
$157K