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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Capital Investment Advisors
Georgia
$417K +$125K +6,295 +43%
JCM
102
Jacobi Capital Management
Pennsylvania
$412K +$28.3K +1,420 +7%
Lido Advisors
103
Lido Advisors
California
$393K +$394K +19,810 New
HI
104
Harbour Investments
Wisconsin
$378K +$54.3K +2,727 +17%
GHA
105
Granite Harbor Advisors
Texas
$372K
GPA
106
Guidance Point Advisors
Massachusetts
$358K +$5.59K +281 +2%
CA
107
CGN Advisors
Kansas
$354K +$83.9K +4,219 +31%
HBT
108
Heartland Bank & Trust
Illinois
$351K +$352K +17,706 New
KIM
109
Kestra Investment Management
Texas
$349K -$378 -19 -0.1%
DWM
110
DecisionMap Wealth Management
Virginia
$347K +$5.45K +274 +2%
TWM
111
Trinity Wealth Management
Pennsylvania
$346K +$347K +17,422 New
SFB
112
STAR Financial Bank
Indiana
$339K -$13.6K -683 -4%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$319K +$10K +503 +3%
PCM
114
Passive Capital Management
Maryland
$316K
PP
115
Prosperity Planning
Missouri
$308K
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$301K -$15.1M -757,152 -98%
CCM
117
Coldstream Capital Management
Washington
$292K
JIR
118
James Investment Research
Ohio
$285K
PS
119
Principal Securities
Iowa
$284K +$263K +13,197 +1,205%
LWM
120
Liberty Wealth Management
California
$283K +$2.9K +146 +1%
LFAS
121
Level Four Advisory Services
Texas
$275K +$275K +13,835 New
JIP
122
Jaffetilchin Investment Partners
Florida
$271K +$3.32K +167 +1%
OBWP
123
O'Brien Wealth Partners
Massachusetts
$253K +$254K +12,744 New
VWA
124
Visionary Wealth Advisors
Illinois
$237K -$10.5K -527 -4%
EW
125
Element Wealth
Mississippi
$231K +$232K +11,643 New