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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
MV Capital Management
Maryland
$846K
JSA
77
Jim Saulnier & Associates
Colorado
$831K +$65.2K +3,328 +8%
RWP
78
Reliant Wealth Planning
Kentucky
$821K
DSC
79
Duncker Streett & Co
Missouri
$817K +$7.7K +393 +0.9%
MBT
80
Montecito Bank & Trust
California
$805K +$119K +6,070 +17%
FFG
81
Foundry Financial Group
New Hampshire
$784K +$55K +2,806 +8%
CFSG
82
Community Financial Services Group
Vermont
$715K +$720K +36,747 New
T
83
Tableaux
Massachusetts
$689K -$13.5K -688 -2%
CSP
84
Cary Street Partners
Virginia
$682K -$27.6K -1,408 -4%
Cerity Partners
85
Cerity Partners
New York
$674K -$15.2K -778 -2%
BW
86
BIP Wealth
Georgia
$656K -$54.5K -2,783 -8%
KTM
87
Keeler Thomas Management
Utah
$638K -$173K -8,851 -21%
APW
88
Atlantic Private Wealth
North Carolina
$602K -$43.7K -2,229 -7%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$578K
AQR Capital Management
90
AQR Capital Management
Connecticut
$572K +$118K +6,000 +26%
HBT
91
Heartland Bank & Trust
Illinois
$572K +$131K +6,677 +30%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$568K -$242K -12,378 -30%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$544K +$139K +7,100 +34%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$534K +$26.2K +1,335 +5%
CIA
95
Compass Ion Advisors
Pennsylvania
$528K
MWM
96
Modern Wealth Management
Kansas
$525K +$526K +26,874 New
Jane Street
97
Jane Street
New York
$504K +$201K +10,254 +66%
Creative Planning
98
Creative Planning
Kansas
$504K +$505K +25,772 New
EH
99
Equitable Holdings
New York
$501K +$7.8K +398 +2%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$499K +$287K +14,662 +135%