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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$613K +$6.97K +352 +1%
CIA
77
Compass Ion Advisors
Pennsylvania
$537K
MBT
78
Montecito Bank & Trust
California
$514K +$511K +25,842 New
LWL
79
Leo Wealth LLC
Texas
$503K +$4.43K +224 +0.9%
Cerity Partners
80
Cerity Partners
New York
$496K +$20.9K +1,055 +4%
EH
81
Equitable Holdings
New York
$474K +$78.9K +3,986 +20%
AQR Capital Management
82
AQR Capital Management
Connecticut
$463K +$461K +23,283 New
AWM
83
AllSquare Wealth Management
New York
$454K +$11.8K +595 +3%
AC
84
Apella Capital
Connecticut
$420K +$2.75K +139 +0.7%
LIM
85
Leavell Investment Management
Alabama
$399K +$125K +6,330 +46%
JCM
86
Jacobi Capital Management
Pennsylvania
$384K +$2.28K +115 +0.6%
GHA
87
Granite Harbor Advisors
Texas
$372K
RWP
88
Reliant Wealth Planning
Kentucky
$368K +$18K +909 +5%
SFB
89
STAR Financial Bank
Indiana
$353K -$1.77M -89,212 -83%
GPA
90
Guidance Point Advisors
Massachusetts
$353K +$46.9K +2,368 +15%
KIM
91
Kestra Investment Management
Texas
$350K -$2.53K -128 -0.7%
DWM
92
DecisionMap Wealth Management
Virginia
$342K
JSA
93
Jim Saulnier & Associates
Colorado
$337K +$336K +16,966 New
HI
94
Harbour Investments
Wisconsin
$325K +$67.3K +3,399 +26%
PCM
95
Passive Capital Management
Maryland
$317K
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$309K +$71.4K +3,609 +30%
PP
97
Prosperity Planning
Missouri
$308K
SAM
98
Smithbridge Asset Management
Pennsylvania
$298K +$297K +15,000 New
CCM
99
Coldstream Capital Management
Washington
$293K
CIA
100
Capital Investment Advisors
Georgia
$293K +$237 +12 +0.1%