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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
26
Whalen Wealth Management
Nevada
$4.05M +$4.06M +197,091 New
TFS
27
Thoroughbred Financial Services
Tennessee
$3.85M +$852K +41,354 +28%
PA
28
Parallel Advisors
California
$3.5M +$477K +23,145 +16%
AWP
29
Accretive Wealth Partners
New Jersey
$3.46M +$102K +4,943 +3%
CTC
30
Central Trust Company
Missouri
$3.39M +$345K +16,719 +11%
ADL
31
Asset Dedication LLC
California
$2.94M +$2.24M +108,693 +313%
TRCT
32
Tower Research Capital (TRC)
New York
$2.81M +$2.82M +137,084 New
Goldman Sachs
33
Goldman Sachs
New York
$2.78M +$1.35M +65,511 +94%
Stifel Financial
34
Stifel Financial
Missouri
$2.48M +$323K +15,656 +15%
BFO
35
Boston Family Office
Massachusetts
$2.16M +$211K +10,227 +11%
KTM
36
Keeler Thomas Management
Utah
$1.88M +$19.8K +961 +1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.83M +$1.02M +49,675 +125%
FNBOO
38
First National Bank of Omaha
Nebraska
$1.74M +$1.74M +84,617 New
HCM
39
Howland Capital Management
Massachusetts
$1.71M +$79.3K +3,850 +5%
Citadel Advisors
40
Citadel Advisors
Florida
$1.6M -$96.5K -4,682 -6%
Creative Planning
41
Creative Planning
Kansas
$1.56M -$785K -38,099 -33%
PAG
42
Private Advisor Group
New Jersey
$1.49M +$1.49M +72,538 New
SAM
43
Smartleaf Asset Management
Massachusetts
$1.49M +$1.49M +72,300 New
LPL Financial
44
LPL Financial
California
$1.36M -$384K -18,644 -22%
E3F
45
Eight 31 Financial
Texas
$1.32M -$96.8K -4,698 -7%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$177K +8,578 +17%
LAM
47
L2 Asset Management
Massachusetts
$1.22M +$65.8K +3,194 +6%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$597K +28,983 +103%
Financial Engines Advisors
49
Financial Engines Advisors
California
$1.16M +$344K +16,693 +42%
VA
50
Valmark Advisers
Ohio
$1.14M +$1.14M +55,470 New
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