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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Stockman Wealth Management
Montana
$4.34M +$186K +9,391 +4%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$4.09M +$406K +20,493 +11%
BlackRock
28
BlackRock
New York
$3.84M -$410K -20,719 -10%
TFS
29
Thoroughbred Financial Services
Tennessee
$3.72M +$1.31M +66,005 +55%
AWP
30
Accretive Wealth Partners
New Jersey
$3.32M +$70.9K +3,582 +2%
HCM
31
Howland Capital Management
Massachusetts
$3.21M +$718K +36,285 +29%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.09M +$197K +9,938 +7%
PA
33
Parallel Advisors
California
$3.02M +$250K +12,623 +9%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.7M +$28.2K +1,425 +1%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M +$1.02M +51,513 +63%
Morgan Stanley
36
Morgan Stanley
New York
$2.42M +$151K +7,612 +7%
CCG
37
Chatham Capital Group
Georgia
$2.41M +$514K +25,950 +27%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.39M -$264K -13,329 -10%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$415K +20,994 +25%
BFO
40
Boston Family Office
Massachusetts
$2M +$19.1K +964 +1%
CCB
41
Country Club Bank
Missouri
$1.92M -$95.9K -4,845 -5%
MBTD
42
Mechanics Bank - Trust Department
California
$1.88M -$2.47K -125 -0.1%
Citadel Advisors
43
Citadel Advisors
Florida
$1.81M +$1.2M +60,515 +197%
AP
44
Atwood & Palmer
Missouri
$1.81M -$161K -8,115 -8%
FA
45
FF Advisors
California
$1.78M +$164K +8,292 +10%
PAS
46
Park Avenue Securities
New York
$1.77M +$138K +6,981 +9%
PAG
47
Private Advisor Group
New Jersey
$1.73M +$53.5K +2,705 +3%
SAM
48
Smartleaf Asset Management
Massachusetts
$1.73M +$53.5K +2,705 +3%
KTM
49
Keeler Thomas Management
Utah
$1.63M +$39.5K +1,994 +2%
EW
50
Evexia Wealth
Wisconsin
$1.49M +$68.9K +3,484 +5%