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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
$322K +$323K +14,726 New
CCM
152
Coldstream Capital Management
Washington
$316K – – –
EW
153
Element Wealth
Mississippi
$314K +$54.3K +2,474 +21%
CF
154
Cyr Financial
Illinois
$308K -$29.9K -1,365 -9%
CFGA
155
Cambridge Financial Group (Arizona)
Arizona
$306K – – –
OCG
156
Opus Capital Group
Ohio
$304K – – –
AM
157
Atwater Malick
Pennsylvania
$303K +$304K +13,853 New
JIR
158
James Investment Research
Ohio
$299K – – –
STA
159
Summit Trail Advisors
New York
$298K +$281K +12,800 New
CBT
160
Crews Bank & Trust
Florida
$297K – – –
ML
161
MLP3 LLC
New Jersey
$290K +$461 +21 +0.2%
OMIC
162
Old Mission Investment Co
Michigan
$286K +$80.3K +3,660 +39%
LFAS
163
Level Four Advisory Services
Texas
$285K +$66 +3 +0%
PS
164
Principal Securities
Iowa
$285K +$2.04K +93 +0.7%
LWM
165
Liberty Wealth Management
California
$283K +$1.45K +66 +0.5%
KOC
166
Koss-Olinger Consulting
Florida
$280K +$282K +12,841 New
ASN
167
Advisory Services Network
Georgia
$278K -$4.21K -192 -1%
ACM
168
Alamar Capital Management
California
$277K – – –
CIAS
169
CFS Investment Advisory Services
New Jersey
$271K -$329 -15 -0.1%
Citadel Advisors
170
Citadel Advisors
Florida
$271K +$272K +12,410 New
JIP
171
Jaffetilchin Investment Partners
Florida
$268K +$1.62K +74 +0.6%
MAS
172
Madden Advisory Services
Florida
$268K +$269K +12,277 New
RCA
173
Resonant Capital Advisors
Wisconsin
$264K – – –
CSIA
174
Conrad Siegel Investment Advisors
Pennsylvania
$261K +$4.47K +204 +2%
GPA
175
Guidance Point Advisors
Massachusetts
$259K +$12.1K +551 +5%