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iShares iBonds Dec 2031 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$542K +$1.34K +66 +0.3%
CIA
52
Compass Ion Advisors
Pennsylvania
$537K
LWL
53
Leo Wealth LLC
Texas
$488K +$482K +23,813 New
CSP
54
Cary Street Partners
Virginia
$461K -$15K -740 -3%
SWP
55
Summit Wealth Partners
Florida
$419K
Cerity Partners
56
Cerity Partners
New York
$394K -$1.74K -86 -0.4%
JCM
57
Jacobi Capital Management
Pennsylvania
$365K +$7.68K +379 +2%
KIM
58
Kestra Investment Management
Texas
$350K -$345K -17,022 -50%
Osaic Holdings
59
Osaic Holdings
Arizona
$343K -$333K -16,440 -50%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$329K +$325K +16,046 New
VWA
61
Visionary Wealth Advisors
Illinois
$326K +$323K +15,926 New
Citadel Advisors
62
Citadel Advisors
Florida
$298K -$237K -11,706 -45%
RWP
63
Reliant Wealth Planning
Kentucky
$297K +$293K +14,470 New
CA
64
CGN Advisors
Kansas
$272K +$1.48K +73 +0.6%
HI
65
Harbour Investments
Wisconsin
$268K +$91K +4,494 +52%
JIP
66
Jaffetilchin Investment Partners
Florida
$268K +$2.65K +131 +1%
LIM
67
Leavell Investment Management
Alabama
$260K +$257K +12,665 New
JSA
68
Jim Saulnier & Associates
Colorado
$237K +$2.33K +115 +1%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K -$182 -9 -0.1%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$235K +$232K +11,478 New
R
71
Rebalance
California
$224K +$221K +10,919 New
SWP
72
Stratos Wealth Partners
Ohio
$221K -$5.1K -252 -2%
CCM
73
Coldstream Capital Management
Washington
$220K
GPA
74
Guidance Point Advisors
Massachusetts
$212K +$547 +27 +0.3%
DWM
75
DecisionMap Wealth Management
Virginia
$201K +$199K +9,822 New