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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$474K -$1.73K -88 -0.4%
AWM
77
AllSquare Wealth Management
New York
$442K +$2.98K +152 +0.7%
Osaic Holdings
78
Osaic Holdings
Arizona
$419K -$427K -21,782 -51%
AC
79
Apella Capital
Connecticut
$409K +$451 +23 +0.1%
EH
80
Equitable Holdings
New York
$394K +$4.02K +205 +1%
JCM
81
Jacobi Capital Management
Pennsylvania
$381K +$22.4K +1,139 +6%
GHA
82
Granite Harbor Advisors
Texas
$371K
KIM
83
Kestra Investment Management
Texas
$352K -$342K -17,446 -50%
RWP
84
Reliant Wealth Planning
Kentucky
$350K +$107K +5,469 +45%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$349K +$77.2K +3,933 +29%
DWM
86
DecisionMap Wealth Management
Virginia
$342K +$59.5K +3,034 +21%
ECM
87
Exchange Capital Management
Michigan
$322K +$7.05K +359 +2%
PCM
88
Passive Capital Management
Maryland
$314K
PP
89
Prosperity Planning
Missouri
$308K
GPA
90
Guidance Point Advisors
Massachusetts
$305K +$16.5K +843 +6%
CCM
91
Coldstream Capital Management
Washington
$292K
CIA
92
Capital Investment Advisors
Georgia
$292K +$57.8K +2,947 +25%
JIR
93
James Investment Research
Ohio
$285K
LWM
94
Liberty Wealth Management
California
$278K +$275K +14,017 New
FW
95
FullCircle Wealth
Texas
$274K
LIM
96
Leavell Investment Management
Alabama
$272K +$269K +13,725 New
CA
97
CGN Advisors
Kansas
$270K +$1.49K +76 +0.6%
JIP
98
Jaffetilchin Investment Partners
Florida
$265K +$2.55K +130 +1%
UCB
99
United Community Bank
South Carolina
$259K
HI
100
Harbour Investments
Wisconsin
$257K +$216K +10,993 +565%