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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$931K +$8.77K +399 +1%
MBTD
77
Mechanics Bank - Trust Department
California
$927K +$571K +26,000 +163%
SRC
78
Shufro Rose & Co
New York
$907K +$43.3K +1,973 +5%
TCA
79
Transcend Capital Advisors
New Jersey
$884K +$880K +40,050 New
Jane Street
80
Jane Street
New York
$859K -$2.51M -114,350 -75%
VA
81
Valmark Advisers
Ohio
$797K +$259K +11,803 +49%
SPC
82
Sigma Planning Corp
Michigan
$765K -$1.06M -48,238 -58%
Creative Planning
83
Creative Planning
Kansas
$729K
LWL
84
Leo Wealth LLC
Texas
$719K +$6.72K +306 +0.9%
RWP
85
Reliant Wealth Planning
Kentucky
$717K +$205K +9,333 +40%
LSAG
86
Lake Street Advisors Group
New Hampshire
$716K -$1.45K -66 -0.2%
CIA
87
Compass Ion Advisors
Pennsylvania
$680K
KAS
88
Kestra Advisory Services
Texas
$676K +$101K +4,604 +18%
MFIM
89
Mesirow Financial Investment Management
Illinois
$645K -$227K -10,354 -26%
SWP
90
Summit Wealth Partners
Florida
$642K +$427K +19,423 +201%
SW
91
Simplicity Wealth
New Jersey
$613K +$51.5K +2,342 +9%
AWM
92
AllSquare Wealth Management
New York
$612K
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$612K +$89.2K +4,058 +17%
HighTower Advisors
94
HighTower Advisors
Illinois
$608K +$197K +8,960 +48%
CPRC
95
Consolidated Portfolio Review Corp
New York
$600K +$89.3K +4,063 +18%
GHA
96
Granite Harbor Advisors
Texas
$545K +$13K +592 +2%
FW
97
FullCircle Wealth
Texas
$526K +$520K +23,669 New
UCFA
98
United Capital Financial Advisors
Texas
$523K +$280K +12,728 +116%
HCM
99
Howland Capital Management
Massachusetts
$497K +$175K +7,945 +54%
CFGA
100
Cambridge Financial Group (Arizona)
Arizona
$493K +$491K +22,354 New