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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
Heartwood Wealth Advisors
Virginia
$9.65M +$157K +8,024 +2%
TC
27
Trust Company
Kansas
$9.59M +$92.9K +4,745 +1%
Morgan Stanley
28
Morgan Stanley
New York
$9.44M -$2.26M -115,172 -19%
AAP
29
Arax Advisory Partners
Colorado
$8.99M +$9.01M +459,994 New
SCA
30
Snowden Capital Advisors
New York
$8.87M +$96.9K +4,949 +1%
Raymond James Financial
31
Raymond James Financial
Florida
$8.33M -$7.55M -385,444 -47%
LPL Financial
32
LPL Financial
California
$7.74M +$79.1K +4,040 +1%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$6.97M +$750K +38,305 +12%
CIM
34
Confluence Investment Management
Missouri
$6.31M -$602K -30,736 -9%
R
35
Rebalance
California
$5.81M +$668K +34,078 +13%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$5.57M +$577K +29,434 +12%
SWM
37
Stockman Wealth Management
Montana
$5.41M +$212K +10,801 +4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.33M +$424K +21,630 +9%
CTC
39
Central Trust Company
Missouri
$5.19M +$191K +9,740 +4%
ADL
40
Asset Dedication LLC
California
$4.94M +$459K +23,421 +10%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.59M +$322K +16,450 +8%
TFS
42
Thoroughbred Financial Services
Tennessee
$4.49M +$496K +25,302 +12%
AWP
43
Accretive Wealth Partners
New Jersey
$4.14M +$798K +40,741 +24%
CCG
44
Chatham Capital Group
Georgia
$3.88M +$243K +12,380 +7%
HCM
45
Howland Capital Management
Massachusetts
$3.87M +$435K +22,190 +13%
PA
46
Parallel Advisors
California
$3.84M +$289K +14,760 +8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$3.84M +$158K +8,041 +4%
IWC
48
Integrated Wealth Concepts
Massachusetts
$3.72M +$1.76M +89,812 +89%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3.31M +$621K +31,721 +23%
BFO
50
Boston Family Office
Massachusetts
$3.21M +$430K +21,949 +15%