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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
FW
126
FullCircle Wealth
Texas
$1.34M -$15.3K -668 -1%
APP
127
Avantax Planning Partners
Iowa
$1.33M -$46.1K -2,017 -3%
RWP
128
Reliant Wealth Planning
Kentucky
$1.32M +$55.2K +2,412 +4%
RFC
129
Regions Financial Corp
Alabama
$1.3M +$43.7K +1,909 +3%
FFG
130
Foundry Financial Group
New Hampshire
$1.24M -$174K -7,591 -12%
CW
131
CreativeOne Wealth
Kansas
$1.23M +$309K +13,500 +34%
EH
132
Equitable Holdings
New York
$1.17M -$160K -7,007 -12%
PFM
133
Phillips Financial Management
Indiana
$1.12M -$155K -6,791 -12%
SPC
134
Sigma Planning Corp
Michigan
$1.11M -$17.9K -783 -2%
RWM
135
Riverchase Wealth Management
Texas
$1.08M +$36.9K +1,614 +4%
HWM
136
Horizons Wealth Management
North Carolina
$1.07M -$1.07K -47 -0.1%
MCCA
137
Mill Creek Capital Advisors
Pennsylvania
$1.05M – – –
KIM
138
Kestra Investment Management
Texas
$1.04M +$347K +15,180 +50%
OC
139
Oppenheimer & Co
New York
$1.04M +$3.64K +159 +0.4%
JSA
140
Jim Saulnier & Associates
Colorado
$1.03M +$71K +3,101 +7%
CIA
141
Compass Ion Advisors
Pennsylvania
$1.03M +$175K +7,645 +20%
MFG
142
Merit Financial Group
Georgia
$1.01M +$1.01M +44,010 New
BC
143
Barrett & Company
Rhode Island
$977K +$137 +6 +0%
KPWS
144
Kestra Private Wealth Services
Texas
$956K -$80.1K -3,502 -8%
FDW
145
Fourth Dimension Wealth
Ohio
$946K +$730K +31,904 +340%
EW
146
Element Wealth
Mississippi
$883K +$97.7K +4,271 +12%
RPSA
147
Richard P. Slaughter Associates
Texas
$812K +$152K +6,635 +23%
GHA
148
Granite Harbor Advisors
Texas
$810K +$21K +917 +3%
NG
149
Novem Group
New York
$799K +$48K +2,097 +6%
LWL
150
Leo Wealth LLC
Texas
$767K -$277K -12,089 -27%
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