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IBTQ

iShares iBonds Dec 2035 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$359K +$359K +14,320 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$353K +$8.9K +355 +3%
RWP
28
Reliant Wealth Planning
Kentucky
$347K -$39.9K -1,589 -10%
SPP
29
Single Point Partners
Massachusetts
$332K +$332K +13,219 New
AI
30
Atria Investments
North Carolina
$299K +$299K +11,917 New
PAG
31
Private Advisor Group
New Jersey
$280K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$261K -$4.06K -162 -2%
PPW
33
Parcion Private Wealth
Washington
$249K +$249K +9,943 New
S
34
SignatureFD
Georgia
$236K +$50K +1,993 +27%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$231K +$231K +9,204 New
HA
36
Hyposwiss Advisors
$223K – – –
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$215K -$103K -4,120 -32%
KF
38
Krilogy Financial
Missouri
$210K +$210K +8,367 New
CB
39
CNB Bank
Pennsylvania
$152K +$7.32K +292 +5%
PWA
40
Physician Wealth Advisors
Utah
$100K – – –
MG
41
Mather Group
Illinois
$86.2K +$86.2K +3,438 New
APFP
42
Action Point Financial Planning
Michigan
$83.9K +$83.9K +3,346 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$69.5K +$251 +10 +0.4%
Osaic Holdings
44
Osaic Holdings
Arizona
$25.1K +$25.1K +1,000 New
IAIM
45
International Assets Investment Management
Florida
$23.8K – – –
AWM
46
AE Wealth Management
Kansas
$22.3K – – –
CTC
47
Central Trust Company
Missouri
$20.1K – – –
TRCT
48
Tower Research Capital (TRC)
New York
– -$991K -39,177 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$451K -17,805 Closed
FTUS
50
Flow Traders U.S.
New York
– -$375K -14,811 Closed