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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$474K +$465K +21,187 New
SPWM
77
Straight Path Wealth Management
Michigan
$441K +$432K +19,678 New
RJA
78
Raymond James & Associates
Florida
$434K +$133K +6,042 +45%
SPC
79
Sigma Planning Corp
Michigan
$431K +$422K +19,235 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$425K +$417K +18,998 New
SWMG
81
Signature Wealth Management Group
Georgia
$363K +$357K +16,235 New
DSC
82
Duncker Streett & Co
Missouri
$363K
MBTD
83
Mechanics Bank - Trust Department
California
$358K +$351K +16,000 New
HCM
84
Howland Capital Management
Massachusetts
$352K +$345K +15,730 New
CIAS
85
CFS Investment Advisory Services
New Jersey
$351K -$38.3K -1,745 -10%
RCA
86
Resonant Capital Advisors
Wisconsin
$349K -$28.4K -1,294 -8%
Cerity Partners
87
Cerity Partners
New York
$346K +$39.7K +1,808 +13%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$328K +$20.8K +947 +7%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$326K +$320K +14,574 New
APW
90
Austin Private Wealth
Texas
$319K +$313K +14,240 New
SB
91
Strategic Blueprint
Georgia
$315K +$309K +14,053 New
GHA
92
Granite Harbor Advisors
Texas
$313K -$5.88K -268 -2%
BPA
93
Beacon Pointe Advisors
California
$291K +$77.4K +3,523 +37%
AGP
94
Autumn Glory Partners
Texas
$287K +$16.7K +761 +6%
PAG
95
Private Advisor Group
New Jersey
$284K +$278K +12,674 New
GRP
96
Global Retirement Partners
California
$265K +$113K +5,151 +77%
MFG
97
Mendota Financial Group
Wisconsin
$261K +$256K +11,677 New
EH
98
Equitable Holdings
New York
$256K +$251K +11,423 New
HFA
99
Highland Financial Advisors
New Jersey
$253K +$248K +11,306 New
PS
100
Principal Securities
Iowa
$249K +$245K +11,142 New