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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
51
Central Trust Company
Missouri
$85.2K +$84.4K +3,760 New
GRP
52
Global Retirement Partners
California
$83.7K +$292 +13 +0.4%
SFG
53
Steward Financial Group
Texas
$77K +$77.1K +3,436 New
PTC
54
Private Trust Company
Ohio
$76.3K +$75.6K +3,366 New
GI
55
Gradient Investments
Minnesota
$55.8K +$34.7K +1,545 +168%
TCM
56
TD Capital Management
Tennessee
$43.1K +$247 +11 +0.6%
ASN
57
Advisory Services Network
Georgia
$39.9K
BEI
58
Benjamin Edwards Inc
Missouri
$33K +$135 +6 +0.4%
RF
59
Robbins Farley
New Hampshire
$32.7K
EW
60
Element Wealth
Mississippi
$30.5K +$30.2K +1,346 New
FNBOSM
61
First National Bank of South Miami
Florida
$29.5K
PFM
62
Phillips Financial Management
Indiana
$26.5K +$26.2K +1,169 New
HWM
63
Horizons Wealth Management
North Carolina
$24.2K +$24K +1,069 New
BAM
64
Belpointe Asset Management
Nevada
$17.2K
AWM
65
AllSquare Wealth Management
New York
$12.5K
FPB
66
First PREMIER Bank
South Dakota
$11K +$11.2K +500 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$23 +$22 +1 New
Goldman Sachs
68
Goldman Sachs
New York
-$11.6M -520,000 Closed
KAS
69
Kestra Advisory Services
Texas
-$291K -13,080 Closed
CA
70
Cetera Advisors
Colorado
-$235K -10,569 Closed