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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hengehold Capital Management
Ohio
$12.2M +$453K +20,672 +4%
CIM
2
Confluence Investment Management
Missouri
$8.64M +$326K +14,885 +4%
Wells Fargo
3
Wells Fargo
California
$6.95M +$1.82M +83,294 +36%
AWG
4
Altus Wealth Group
Colorado
$2.48M +$2.45M +111,713 New
UBS Group
5
UBS Group
Switzerland
$2.12M +$2.08M +95,087 +29,168%
FTUS
6
Flow Traders U.S.
New York
$2.01M +$1.98M +90,507 New
DADC
7
D.A. Davidson & Co
Montana
$1.88M +$11.5K +524 +0.6%
Stifel Financial
8
Stifel Financial
Missouri
$1.8M +$68.5K +3,128 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.52M +$4.47K +204 +0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.44M +$1.42M +65,034 New
NA
11
NewEdge Advisors
Louisiana
$1.21M -$55.6K -2,537 -4%
EH
12
Equitable Holdings
New York
$1.07M +$141K +6,458 +16%
Citadel Advisors
13
Citadel Advisors
Florida
$1.03M +$278K +12,684 +37%
Jane Street
14
Jane Street
New York
$910K -$25.3K -1,155 -3%
RCA
15
Resonant Capital Advisors
Wisconsin
$521K +$23.8K +1,085 +5%
LPL Financial
16
LPL Financial
California
$492K +$62.6K +2,856 +15%
SWM
17
Stockman Wealth Management
Montana
$430K +$425K +19,418 New
PPW
18
Parcion Private Wealth
Washington
$284K -$1.47M -67,130 -84%
CA
19
Cetera Advisors
Colorado
$274K +$271K +12,350 New
KF
20
Krilogy Financial
Missouri
$260K -$37.8K -1,727 -13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$258K +$256K +11,680 New
BFEC
22
Benjamin F. Edwards & Company
Missouri
$239K +$170K +7,766 +256%
CAN
23
Cetera Advisor Networks
California
$237K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$212K +$209K +9,554 New
Osaic Holdings
25
Osaic Holdings
Arizona
$207K +$11.4K +520 +6%