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iShares iBonds Dec 2032 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
76
Strait & Sound Wealth Management
California
$266K +$48.9K +2,148 +22%
MA
77
MONECO Advisors
Connecticut
$258K +$232K +10,223 New
CIA
78
Compass Ion Advisors
Pennsylvania
$254K
S
79
SignatureFD
Georgia
$250K +$50.1K +2,203 +25%
JSA
80
Jim Saulnier & Associates
Colorado
$248K +$29.8K +1,310 +14%
OMIC
81
Old Mission Investment Co
Michigan
$238K +$238K +10,485 New
GIA
82
Gladstone Institutional Advisory
Florida
$230K -$30.4K -1,338 -12%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$229K
CCM
84
Coldstream Capital Management
Washington
$208K -$22.7K -997 -10%
PWA
85
Physician Wealth Advisors
Utah
$183K +$82.1K +3,612 +81%
AUB
86
Atlantic Union Bankshares
Virginia
$153K
JWM
87
JPL Wealth Management
Colorado
$151K
MG
88
Mather Group
Illinois
$86K +$86.1K +3,788 New
APFP
89
Action Point Financial Planning
Michigan
$83.7K +$83.9K +3,689 New
CB
90
CNB Bank
Pennsylvania
$81.7K +$3.93K +173 +5%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$63.1K +$114 +5 +0.2%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$62.4K +$62.5K +2,750 New
US Bancorp
93
US Bancorp
Minnesota
$59.8K +$20.2K +890 +51%
CT
94
Clearstead Trust
Maine
$44.3K
HI
95
Harbour Investments
Wisconsin
$43.7K +$3.43K +151 +9%
BWL
96
Bogart Wealth LLC
Virginia
$40.3K
IAIM
97
International Assets Investment Management
Florida
$29.4K
CBT
98
Crews Bank & Trust
Florida
$25K
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.4K
BONH
100
Bank of New Hampshire
New Hampshire
$18.2K