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iShares iBonds Dec 2033 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$385K +$1.96K +81 +0.5%
JSA
52
Jim Saulnier & Associates
Colorado
$375K +$38.9K +1,608 +12%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$367K -$207K -8,550 -36%
Leavell Investment Management
54
Leavell Investment Management
Alabama
$344K +$29.8K +1,235 +9%
SPP
55
Single Point Partners
Massachusetts
$331K +$332K +13,718 New
KTM
56
Keeler Thomas Management
Utah
$311K -$138K -5,714 -31%
OMIC
57
Old Mission Investment Co
Michigan
$297K +$298K +12,320 New
Integrated Wealth Concepts
58
Integrated Wealth Concepts
Massachusetts
$277K -$76.8K -3,178 -22%
IFP Advisors
59
IFP Advisors
Florida
$253K +$127K +5,234 +100%
SignatureFD
60
SignatureFD
Georgia
$251K +$50.1K +2,071 +25%
Vestmark Advisory Solutions
61
Vestmark Advisory Solutions
Massachusetts
$231K +$231K +9,552 New
GPA
62
Guidance Point Advisors
Massachusetts
$216K +$10.8K +445 +5%
Private Advisor Group
63
Private Advisor Group
New Jersey
$215K – – –
James Investment Research
64
James Investment Research
Ohio
$206K – – –
Coldstream Capital Management
65
Coldstream Capital Management
Washington
$203K – – –
Physician Wealth Advisors
66
Physician Wealth Advisors
Utah
$183K +$82.3K +3,404 +82%
Asset Dedication LLC
67
Asset Dedication LLC
California
$123K +$57.9K +2,394 +88%
Osaic Holdings
68
Osaic Holdings
Arizona
$120K -$3.67K -152 -3%
Harbour Investments
69
Harbour Investments
Wisconsin
$110K +$110K +4,543 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$88.4K +$314 +13 +0.4%
APFP
71
Action Point Financial Planning
Michigan
$83.6K +$83.7K +3,464 New
CB
72
CNB Bank
Pennsylvania
$81.4K +$3.96K +164 +5%
APW
73
Atlantic Private Wealth
North Carolina
$72.6K -$21.6K -893 -23%
CTWM
74
Cherry Tree Wealth Management
Minnesota
$38.8K – – –
Central Trust Company
75
Central Trust Company
Missouri
$34.4K – – –