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iShares iBonds Dec 2030 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
126
Principal Securities
Iowa
$282K +$235 +12 +0.1%
JIR
127
James Investment Research
Ohio
$280K
BC
128
Barrett & Company
Rhode Island
$277K +$99.2K +5,064 +56%
PWA
129
Physician Wealth Advisors
Utah
$271K +$117K +5,955 +75%
LFAS
130
Level Four Advisory Services
Texas
$270K +$78 +4 +0%
SCM
131
Spreng Capital Management
Ohio
$269K +$269K +13,758 New
KWM
132
KFG Wealth Management
Indiana
$268K +$1.67K +85 +0.6%
CCM
133
Coldstream Capital Management
Washington
$265K -$22.7K -1,161 -8%
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$263K
HA
135
Hanover Advisors
South Carolina
$228K +$10.6K +541 +5%
SPWM
136
Straight Path Wealth Management
Michigan
$228K +$32K +1,634 +16%
HA
137
Hyposwiss Advisors
$219K
WIA
138
World Investment Advisors
California
$215K -$11.1K -567 -5%
LIA
139
LBMC Investment Advisors
Tennessee
$197K
CW
140
CreativeOne Wealth
Kansas
$196K +$197K +10,037 New
AUB
141
Atlantic Union Bankshares
Virginia
$180K +$17K +868 +10%
CBT
142
Crews Bank & Trust
Florida
$175K
MG
143
Mather Group
Illinois
$163K +$164K +8,348 New
UCB
144
United Community Bank
South Carolina
$156K -$9.89K -505 -6%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$140K +$29.4K +1,500 +26%
HBT
146
Hills Bank & Trust
Iowa
$120K +$2.08K +106 +2%
KFI
147
Key Financial Inc
Pennsylvania
$108K +$109K +5,540 New
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$104K +$6.7K +342 +7%
PFM
149
Phillips Financial Management
Indiana
$98.9K +$99.2K +5,063 New
APFP
150
Action Point Financial Planning
Michigan
$83.9K +$84.1K +4,292 New