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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$383K +$58.1K +2,613 +18%
DSC
102
Duncker Streett & Co
Missouri
$359K – – –
SWMG
103
Signature Wealth Management Group
Georgia
$355K – – –
MBTD
104
Mechanics Bank - Trust Department
California
$355K – – –
RCA
105
Resonant Capital Advisors
Wisconsin
$345K -$133 -6 -0%
CCM
106
Coldstream Capital Management
Washington
$344K +$345K +15,525 New
KPWS
107
Kestra Private Wealth Services
Texas
$336K +$337K +15,144 New
HCM
108
Howland Capital Management
Massachusetts
$323K -$25.6K -1,150 -7%
EH
109
Equitable Holdings
New York
$305K +$51.7K +2,325 +20%
BPA
110
Beacon Pointe Advisors
California
$292K +$3.73K +168 +1%
AGP
111
Autumn Glory Partners
Texas
$284K – – –
KAS
112
KPP Advisory Services
Kentucky
$284K +$284K +12,800 New
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$281K +$282K +12,702 New
PAG
114
Private Advisor Group
New Jersey
$281K – – –
GRP
115
Global Retirement Partners
California
$279K +$17.4K +785 +7%
EW
116
Element Wealth
Mississippi
$274K +$141K +6,324 +104%
CIAS
117
CFS Investment Advisory Services
New Jersey
$271K -$76.5K -3,441 -22%
PS
118
Principal Securities
Iowa
$267K +$20.1K +905 +8%
EP
119
Essential Planning
New Hampshire
$265K +$263K +11,816 New
HFA
120
Highland Financial Advisors
New Jersey
$251K – – –
MWM
121
Mascoma Wealth Management
New Hampshire
$244K +$245K +11,028 New
UCFA
122
United Capital Financial Advisors
Texas
$243K +$243K +10,952 New
TWM
123
Trinity Wealth Management
Pennsylvania
$239K +$240K +10,803 New
BC
124
Barrett & Company
Rhode Island
$235K +$142K +6,400 +152%
BWM
125
BCS Wealth Management
Tennessee
$223K – – –
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5
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