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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
101
Conrad Siegel Investment Advisors
Pennsylvania
$491K +$489K +22,251 New
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$487K +$206K +9,358 +74%
HC
103
Hara Capital
Washington
$481K -$148K -6,751 -24%
SPWM
104
Straight Path Wealth Management
Michigan
$481K +$25.1K +1,141 +6%
MPPLM
105
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$477K +$475K +21,602 New
KOC
106
Koss-Olinger Consulting
Florida
$471K +$469K +21,330 New
SAMC
107
Spectrum Asset Management (California)
California
$467K +$9.29K +423 +2%
CCB
108
Country Club Bank
Missouri
$467K -$19.4K -882 -4%
SF
109
Safeguard Financial
Wisconsin
$427K +$425K +19,344 New
Cerity Partners
110
Cerity Partners
New York
$419K
MFG
111
Mendota Financial Group
Wisconsin
$406K +$4.09K +186 +1%
BC
112
Barrett & Company
Rhode Island
$400K +$165K +7,500 +71%
WT
113
Washington Trust
Rhode Island
$397K
DSC
114
Duncker Streett & Co
Missouri
$392K +$33.8K +1,539 +9%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$391K +$9.62K +438 +3%
YWM
116
Yoder Wealth Management
California
$391K
SWMG
117
Signature Wealth Management Group
Georgia
$364K +$5.29K +241 +1%
CCM
118
Coldstream Capital Management
Washington
$362K +$19K +863 +6%
AC
119
Apella Capital
Connecticut
$345K +$343K +15,614 New
RCA
120
Resonant Capital Advisors
Wisconsin
$344K
PAG
121
Private Advisor Group
New Jersey
$305K +$25.2K +1,146 +9%
EH
122
Equitable Holdings
New York
$303K
BPA
123
Beacon Pointe Advisors
California
$300K +$9.32K +424 +3%
EW
124
Element Wealth
Mississippi
$298K +$24.2K +1,100 +9%
EP
125
Essential Planning
New Hampshire
$290K +$28.9K +1,317 +11%