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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
176
Highland Financial Advisors
New Jersey
$256K – – –
BC
177
Barrett & Company
Rhode Island
$239K -$99K -4,513 -29%
TC
178
Trust Company
Kansas
$224K +$636 +29 +0.3%
AWM
179
Apollon Wealth Management
South Carolina
$222K +$658 +30 +0.3%
BFP
180
Beacon Financial Planning
Massachusetts
$209K +$210K +9,569 New
FIA
181
Foundations Investment Advisors
Arizona
$209K +$1.05K +48 +0.5%
PIM
182
Penobscot Investment Management
Massachusetts
$208K +$208K +9,500 New
WT
183
Washington Trust
Rhode Island
$204K – – –
AGP
184
Autumn Glory Partners
Texas
$202K – – –
OPTFSNA
185
Old Point Trust & Financial Services N A
Virginia
$184K – – –
PWA
186
Physician Wealth Advisors
Utah
$156K – – –
CTWM
187
Cherry Tree Wealth Management
Minnesota
$137K – – –
HNW
188
High Note Wealth
Minnesota
$125K +$64.8K +2,954 +106%
HBT
189
Hills Bank & Trust
Iowa
$118K +$118K +5,392 New
PB
190
Pinnacle Bancorp
Nebraska
$115K +$15K +683 +15%
SPIA
191
Steward Partners Investment Advisory
New York
$114K +$175 +8 +0.2%
AUB
192
Atlantic Union Bankshares
Virginia
$112K – – –
HC
193
Hara Capital
Washington
$106K – – –
FFA
194
Farther Finance Advisors
California
$99.4K +$100K +4,570 New
MCM
195
MAI Capital Management
Ohio
$95.4K – – –
US Bancorp
196
US Bancorp
Minnesota
$89.4K – – –
CB
197
CNB Bank
Pennsylvania
$78.7K -$351 -16 -0.4%
FPB
198
First PREMIER Bank
South Dakota
$78K – – –
BWL
199
Bogart Wealth LLC
Virginia
$70K – – –
BOJHT
200
Bank of Jackson Hole Trust
Wyoming
$61.9K – – –