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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
76
Leo Wealth LLC
Texas
$715K +$54.2K +2,440 +8%
CIA
77
Compass Ion Advisors
Pennsylvania
$680K +$169K +7,610 +33%
LNC
78
Lincoln National Corp
Pennsylvania
$663K +$664K +29,899 New
LIM
79
Leavell Investment Management
Alabama
$661K +$131K +5,898 +25%
HC
80
Hara Capital
Washington
$633K -$153K -6,900 -19%
AWM
81
AllSquare Wealth Management
New York
$615K +$121K +5,438 +24%
KAS
82
Kestra Advisory Services
Texas
$577K -$1.67K -75 -0.3%
APW
83
Austin Private Wealth
Texas
$575K +$263K +11,847 +83%
SW
84
Simplicity Wealth
New Jersey
$563K +$47.8K +2,153 +9%
VA
85
Valmark Advisers
Ohio
$538K +$298K +13,427 +124%
SB
86
Strategic Blueprint
Georgia
$536K +$225K +10,131 +72%
GHA
87
Granite Harbor Advisors
Texas
$534K +$225K +10,118 +72%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$524K -$16.1K -723 -3%
RWP
89
Reliant Wealth Planning
Kentucky
$513K
RJA
90
Raymond James & Associates
Florida
$513K +$83.4K +3,754 +19%
CPRC
91
Consolidated Portfolio Review Corp
New York
$512K +$514K +23,109 New
PI
92
PFG Investments
New York
$512K +$514K +23,109 New
CCB
93
Country Club Bank
Missouri
$488K -$1.38M -61,911 -74%
SAMC
94
Spectrum Asset Management (California)
California
$459K -$346K -15,587 -43%
SPWM
95
Straight Path Wealth Management
Michigan
$457K +$21.1K +951 +5%
Cerity Partners
96
Cerity Partners
New York
$420K +$78.3K +3,525 +23%
HighTower Advisors
97
HighTower Advisors
Illinois
$412K -$82.4K -3,708 -17%
MFG
98
Mendota Financial Group
Wisconsin
$403K +$145K +6,515 +56%
WT
99
Washington Trust
Rhode Island
$398K +$400K +17,980 New
YWM
100
Yoder Wealth Management
California
$392K +$393K +17,700 New