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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Washington Trust
Rhode Island
$179K -$48.4K -2,500 -22%
JP Morgan Chase
102
JP Morgan Chase
New York
$159K +$156K +8,083 New
PWA
103
Physician Wealth Advisors
Utah
$156K +$52.7K +2,725 +52%
LWA
104
Lowe Wealth Advisors
Maryland
$121K +$119K +6,133 New
CTWM
105
Cherry Tree Wealth Management
Minnesota
$85.5K +$37.1K +1,918 +79%
BOJHT
106
Bank of Jackson Hole Trust
Wyoming
$73.4K +$30.6K +1,583 +73%
BWL
107
Bogart Wealth LLC
Virginia
$70K
ADL
108
Asset Dedication LLC
California
$58.5K +$50.6K +2,612 +714%
SWC
109
Spectrum Wealth Counsel
Indiana
$50K
CAL
110
Capital Analysts LLC
Pennsylvania
$46K
TCM
111
TD Capital Management
Tennessee
$43.2K +$271 +14 +0.6%
US Bancorp
112
US Bancorp
Minnesota
$40.9K +$40.3K +2,080 New
HIW
113
Holos Integrated Wealth
Pennsylvania
$40.9K
HI
114
Harbour Investments
Wisconsin
$38.3K +$12.9K +668 +52%
BC
115
Barrett & Company
Rhode Island
$36.4K +$28.1K +1,450 +363%
CBT
116
Crews Bank & Trust
Florida
$23.6K
PS
117
Principal Securities
Iowa
$21K
AF
118
Allworth Financial
California
$20.7K
SPIA
119
Steward Partners Investment Advisory
New York
$18.6K +$116 +6 +0.6%
FPB
120
First PREMIER Bank
South Dakota
$18K
MLA
121
MB, Levis & Associates
Pennsylvania
$16.5K +$116 +6 +0.7%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$10.2K
BTI
123
Blue Trust Inc
Georgia
$8.02K +$7.9K +408 New
CFD
124
Creative Financial Designs
Indiana
$3.85K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.4K