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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
126
Duncker Streett & Co
Missouri
$590K +$197K +8,832 +50%
SF
127
Safeguard Financial
Wisconsin
$574K +$125K +5,590 +28%
EH
128
Equitable Holdings
New York
$565K +$245K +11,008 +76%
SRC
129
Shufro Rose & Co
New York
$554K -$360K -16,145 -39%
Goldman Sachs
130
Goldman Sachs
New York
$552K +$554K +24,851 New
KOMWMG
131
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$551K +$553K +24,821 New
MWM
132
Modera Wealth Management
New Jersey
$546K +$302K +13,534 +123%
PAG
133
Private Advisor Group
New Jersey
$533K +$123K +5,518 +30%
BEI
134
Benjamin Edwards Inc
Missouri
$518K +$17.4K +782 +3%
CFGA
135
Cambridge Financial Group (Arizona)
Arizona
$514K
SPWM
136
Straight Path Wealth Management
Michigan
$509K +$51.2K +2,299 +11%
Kovitz Investment Group Partners
137
Kovitz Investment Group Partners
Illinois
$505K -$535K -24,008 -51%
KOC
138
Koss-Olinger Consulting
Florida
$498K +$14.8K +662 +3%
BSTWA
139
Blake Schutter Theil Wealth Advisors
Ohio
$483K +$485K +21,771 New
Cerity Partners
140
Cerity Partners
New York
$465K -$202K -9,068 -30%
SAMC
141
Spectrum Asset Management (California)
California
$460K +$936 +42 +0.2%
CCB
142
Country Club Bank
Missouri
$450K -$19.3K -865 -4%
SWMG
143
Signature Wealth Management Group
Georgia
$427K +$62.7K +2,814 +17%
PB
144
Pinnacle Bancorp
Nebraska
$424K +$30.1K +1,350 +8%
FAC
145
Financial Advisory Corporation
Michigan
$413K +$415K +18,622 New
RWM
146
Riverchase Wealth Management
Texas
$409K +$410K +18,405 New
SFGP
147
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$407K +$409K +18,338 New
HBT
148
Heartland Bank & Trust
Illinois
$392K +$130K +5,813 +49%
CBT
149
Crews Bank & Trust
Florida
$391K +$393K +17,625 New
BPA
150
Beacon Pointe Advisors
California
$380K +$50.3K +2,256 +15%