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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$157K – – –
CTWM
177
Cherry Tree Wealth Management
Minnesota
$138K – – –
SPIA
178
Steward Partners Investment Advisory
New York
$115K -$70.6K -3,211 -38%
AUB
179
Atlantic Union Bankshares
Virginia
$112K – – –
HC
180
Hara Capital
Washington
$106K – – –
PB
181
Pinnacle Bancorp
Nebraska
$101K – – –
MCM
182
MAI Capital Management
Ohio
$95.9K +$96K +4,369 New
US Bancorp
183
US Bancorp
Minnesota
$89.9K – – –
CB
184
CNB Bank
Pennsylvania
$79.4K -$326K -14,812 -80%
FPB
185
First PREMIER Bank
South Dakota
$79K +$527 +24 +0.7%
BWL
186
Bogart Wealth LLC
Virginia
$70.3K – – –
BOJHT
187
Bank of Jackson Hole Trust
Wyoming
$62.2K – – –
HNW
188
High Note Wealth
Minnesota
$61.2K +$61.3K +2,790 New
Comerica Bank
189
Comerica Bank
Texas
$60.1K -$6.81K -310 -10%
HA
190
Hyposwiss Advisors
$50K +$50.1K +2,280 New
KBFS
191
Kohmann Bosshard Financial Services
Ohio
$48.5K +$48.5K +2,209 New
TCM
192
TD Capital Management
Tennessee
$45.5K +$571 +26 +1%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$38.5K +$462 +21 +1%
MA
194
MCF Advisors
Kentucky
$29.3K +$505 +23 +2%
CFG
195
Clayton Financial Group
Missouri
$22.9K +$22.9K +1,043 New
RF
196
Robbins Farley
New Hampshire
$20K +$20K +912 New
HBW
197
Hazlett, Burt & Watson
West Virginia
$18K +$220 +10 +1%
HNB
198
Huntington National Bank
Ohio
$13.5K – – –
Fidelity Investments
199
Fidelity Investments
Massachusetts
$9.74K – – –
GWM
200
Gilpin Wealth Management
Colorado
$8.52K +$8.53K +388 New