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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
126
Cannon Financial Strategists
Georgia
$1.42M +$12.7K +556 +0.9%
APW
127
Austin Private Wealth
Texas
$1.42M -$80.3K -3,508 -5%
APP
128
Avantax Planning Partners
Iowa
$1.33M – – –
TRCT
129
Tower Research Capital (TRC)
New York
$1.32M +$1.32M +57,495 New
EP
130
Essential Planning
New Hampshire
$1.31M -$104K -4,536 -7%
BSG
131
Black Swift Group
Colorado
$1.29M -$1.08M -47,055 -46%
FW
132
FullCircle Wealth
Texas
$1.26M -$77.9K -3,404 -6%
RFC
133
Regions Financial Corp
Alabama
$1.26M -$43.7K -1,909 -3%
MWM
134
Modera Wealth Management
New Jersey
$1.21M +$560K +24,463 +86%
CW
135
CreativeOne Wealth
Kansas
$1.2M -$33.2K -1,450 -3%
PA
136
PSI Advisors
Florida
$1.12M +$1.11M +48,708 New
RWM
137
Riverchase Wealth Management
Texas
$1.09M +$9.29K +406 +0.9%
HWM
138
Horizons Wealth Management
North Carolina
$1.09M +$21K +919 +2%
BAM
139
Belpointe Asset Management
Nevada
$1.09M -$2.22M -97,108 -67%
MFG
140
Merit Financial Group
Georgia
$1.06M +$52.1K +2,275 +5%
MCC
141
Money Concepts Capital
Florida
$1.06M +$474K +20,715 +81%
JSA
142
Jim Saulnier & Associates
Colorado
$1.06M +$25.7K +1,124 +2%
CIA
143
Compass Ion Advisors
Pennsylvania
$1.05M +$22.6K +986 +2%
MCCA
144
Mill Creek Capital Advisors
Pennsylvania
$1.05M – – –
MWM
145
Modern Wealth Management
Kansas
$1.02M +$678K +29,604 +202%
FDW
146
Fourth Dimension Wealth
Ohio
$1M +$52.8K +2,307 +6%
BC
147
Barrett & Company
Rhode Island
$981K +$2.98K +130 +0.3%
KPWS
148
Kestra Private Wealth Services
Texas
$923K -$32.9K -1,437 -3%
EH
149
Equitable Holdings
New York
$918K -$249K -10,870 -21%
EW
150
Element Wealth
Mississippi
$867K -$16K -700 -2%
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