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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
126
Barrett & Company
Rhode Island
$756K
KAS
127
Kestra Advisory Services
Texas
$751K -$39.8K -1,777 -5%
CCM
128
Coldstream Capital Management
Washington
$734K
RWM
129
Riverchase Wealth Management
Texas
$718K +$46.4K +2,072 +7%
EP
130
Essential Planning
New Hampshire
$715K +$3.07K +137 +0.4%
AWM
131
AllSquare Wealth Management
New York
$714K
EH
132
Equitable Holdings
New York
$711K +$24.4K +1,089 +4%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$706K
RFG
134
RFP Financial Group
Georgia
$660K +$67.3K +3,003 +11%
WCP
135
Wick Capital Partners
Pennsylvania
$657K +$2.52M +112,464 +353%
MFIM
136
Mesirow Financial Investment Management
Illinois
$653K
SAMC
137
Spectrum Asset Management (California)
California
$622K +$134K +5,974 +28%
BPA
138
Beacon Pointe Advisors
California
$621K +$42.6K +1,902 +7%
PB
139
Pinnacle Bancorp
Nebraska
$612K
DSC
140
Duncker Streett & Co
Missouri
$598K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$595K
BEI
142
Benjamin Edwards Inc
Missouri
$587K +$95K +4,239 +19%
KPWS
143
Kestra Private Wealth Services
Texas
$562K +$146K +6,501 +35%
CFGA
144
Cambridge Financial Group (Arizona)
Arizona
$541K +$14.5K +646 +3%
BSTWA
145
Blake Schutter Theil Wealth Advisors
Ohio
$540K
EW
146
Evexia Wealth
Wisconsin
$534K -$785K -35,035 -60%
SWMG
147
Signature Wealth Management Group
Georgia
$528K -$9.01K -402 -2%
KOC
148
Koss-Olinger Consulting
Florida
$522K +$4.66K +208 +0.9%
MFG
149
Merit Financial Group
Georgia
$513K +$511K +22,789 New
SPWM
150
Straight Path Wealth Management
Michigan
$512K +$29.3K +1,309 +6%