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iShares iBonds Dec 2029 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.9M -$359K -16,372 -0.5%
Bank of America
2
Bank of America
North Carolina
$53.7M +$5.9M +269,167 +12%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$51M +$8.15M +371,655 +19%
Wells Fargo
4
Wells Fargo
California
$50M +$6.03M +275,129 +14%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$39.8M -$2.47M -112,531 -6%
BCM
6
Brookstone Capital Management
Illinois
$38.2M +$432K +19,679 +1%
FAC
7
Financial Advisory Corporation
Michigan
$34.3M +$33.4M +1,524,642 +3,249%
Raymond James Financial
8
Raymond James Financial
Florida
$34.3M +$1.53M +69,676 +5%
AAIM
9
Asset Advisors Investment Management
Georgia
$27M +$4.24M +193,119 +18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$26.7M +$26.3M +1,199,628 +5,250%
UCFA
11
United Capital Financial Advisors
Texas
$26.1M +$3.13M +142,547 +14%
HCM
12
Hengehold Capital Management
Ohio
$22.7M +$876K +39,934 +4%
Ameriprise
13
Ameriprise
Minnesota
$21.7M +$17.2M +784,955 +375%
Stifel Financial
14
Stifel Financial
Missouri
$21.6M +$717K +32,701 +3%
AP
15
Atwood & Palmer
Missouri
$20.6M +$386K +17,579 +2%
UBS Group
16
UBS Group
Switzerland
$20M -$2.58M -117,424 -11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.2M -$1.23M -56,270 -6%
BEI
18
Benjamin Edwards Inc
Missouri
$17.5M +$1.13M +51,443 +7%
JAG
19
Journey Advisory Group
Kentucky
$17.4M +$542K +24,732 +3%
HPC
20
HM Payson & Co
Maine
$16.9M +$8.05M +366,858 +91%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$16.5M +$1.01M +45,942 +6%
BlackRock
22
BlackRock
New York
$15.1M +$8.79M +400,809 +138%
DP
23
Denver PWM
Colorado
$14.6M -$393K -17,928 -3%
LPL Financial
24
LPL Financial
California
$13.5M +$1.9M +86,442 +16%
MA
25
MKT Advisors
California
$13.3M +$322K +14,676 +2%