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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$490K +$4.62K +236 +0.9%
Lido Advisors
102
Lido Advisors
California
$484K +$49K +2,500 +11%
GHA
103
Granite Harbor Advisors
Texas
$484K -$323K -16,505 -40%
DAS
104
Daybright Advisory Services
Florida
$464K +$5.86K +299 +1%
CIA
105
Capital Investment Advisors
Georgia
$454K +$235 +12 +0.1%
DWM
106
DecisionMap Wealth Management
Virginia
$439K +$97.7K +4,986 +28%
GDP
107
Great Diamond Partners
Maine
$430K +$138K +7,070 +47%
CA
108
CGN Advisors
Kansas
$418K +$1.41K +72 +0.3%
XPN
109
XY Planning Network
Montana
$418K +$419K +21,407 New
JCM
110
Jacobi Capital Management
Pennsylvania
$416K +$2.57K +131 +0.6%
GPA
111
Guidance Point Advisors
Massachusetts
$401K +$36.6K +1,867 +10%
KIM
112
Kestra Investment Management
Texas
$364K +$18.1K +924 +5%
TWM
113
Trinity Wealth Management
Pennsylvania
$346K +$3.55K +181 +1%
NG
114
Northstar Group
New York
$337K +$338K +17,267 New
SPP
115
Single Point Partners
Massachusetts
$331K +$332K +16,943 New
VWA
116
Visionary Wealth Advisors
Illinois
$324K +$88.6K +4,521 +38%
PCM
117
Passive Capital Management
Maryland
$316K
FAC
118
Financial Advisory Corporation
Michigan
$305K +$81.1K +4,141 +36%
KOMWMG
119
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$304K +$305K +15,558 New
PP
120
Prosperity Planning
Missouri
$303K
OCG
121
Opus Capital Group
Ohio
$300K +$300K +15,330 New
SAM
122
Smithbridge Asset Management
Pennsylvania
$293K
VAS
123
Vestmark Advisory Solutions
Massachusetts
$291K +$292K +14,894 New
EW
124
Element Wealth
Mississippi
$284K +$3.56K +182 +1%
LWM
125
Liberty Wealth Management
California
$283K