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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Barrett & Company
Rhode Island
$239K -$99K -4,513 -29%
TC
177
Trust Company
Kansas
$224K +$636 +29 +0.3%
AWM
178
Apollon Wealth Management
South Carolina
$222K +$658 +30 +0.3%
BFP
179
Beacon Financial Planning
Massachusetts
$209K +$210K +9,569 New
FIA
180
Foundations Investment Advisors
Arizona
$209K +$1.05K +48 +0.5%
PIM
181
Penobscot Investment Management
Massachusetts
$208K +$208K +9,500 New
WT
182
Washington Trust
Rhode Island
$204K
AGP
183
Autumn Glory Partners
Texas
$202K
OPTFSNA
184
Old Point Trust & Financial Services N A
Virginia
$184K
PWA
185
Physician Wealth Advisors
Utah
$156K
CTWM
186
Cherry Tree Wealth Management
Minnesota
$137K
HNW
187
High Note Wealth
Minnesota
$125K +$64.8K +2,954 +106%
HBT
188
Hills Bank & Trust
Iowa
$118K +$118K +5,392 New
PB
189
Pinnacle Bancorp
Nebraska
$115K +$15K +683 +15%
SPIA
190
Steward Partners Investment Advisory
New York
$114K +$175 +8 +0.2%
AUB
191
Atlantic Union Bankshares
Virginia
$112K
HC
192
Hara Capital
Washington
$106K
FFA
193
Farther Finance Advisors
California
$99.4K +$100K +4,570 New
MCM
194
MAI Capital Management
Ohio
$95.4K
US Bancorp
195
US Bancorp
Minnesota
$89.4K
CB
196
CNB Bank
Pennsylvania
$78.7K -$351 -16 -0.4%
FPB
197
First PREMIER Bank
South Dakota
$78K
BWL
198
Bogart Wealth LLC
Virginia
$70K
BOJHT
199
Bank of Jackson Hole Trust
Wyoming
$61.9K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$59.8K +$60K +2,738 New