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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
126
4J Wealth Management
Virginia
$843K -$17.1K -763 -2%
SWA
127
Stratos Wealth Advisors
Ohio
$820K -$85.6K -3,812 -9%
EH
128
Equitable Holdings
New York
$807K +$94.5K +4,209 +13%
RWM
129
Riverchase Wealth Management
Texas
$800K +$80.6K +3,591 +11%
FW
130
FullCircle Wealth
Texas
$769K -$76.8K -3,422 -9%
SWP
131
Summit Wealth Partners
Florida
$759K
Goldman Sachs
132
Goldman Sachs
New York
$745K +$288K +12,831 +63%
CIC
133
Carnegie Investment Counsel
Ohio
$731K +$729K +32,454 New
CSP
134
Cary Street Partners
Virginia
$727K -$40.2K -1,793 -5%
AWM
135
AllSquare Wealth Management
New York
$726K +$11.8K +525 +2%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$700K -$6.73K -300 -1%
SCA
137
Snowden Capital Advisors
New York
$699K -$6.8M -302,857 -91%
CCM
138
Coldstream Capital Management
Washington
$691K -$43.5K -1,940 -6%
BEI
139
Benjamin Edwards Inc
Missouri
$662K +$73.3K +3,267 +13%
MFIM
140
Mesirow Financial Investment Management
Illinois
$650K -$4K -178 -0.6%
SAMC
141
Spectrum Asset Management (California)
California
$632K +$9.34K +416 +2%
KPWS
142
Kestra Private Wealth Services
Texas
$625K +$62.3K +2,777 +11%
PA
143
PSI Advisors
Florida
$625K +$623K +27,740 New
PB
144
Pinnacle Bancorp
Nebraska
$612K
EP
145
Essential Planning
New Hampshire
$612K -$104K -4,641 -15%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$595K
SPWM
147
Straight Path Wealth Management
Michigan
$585K +$71.8K +3,200 +14%
BAM
148
Belpointe Asset Management
Nevada
$581K +$98.3K +4,377 +20%
WCP
149
Wick Capital Partners
Pennsylvania
$579K -$2.66M -118,620 -82%
BPA
150
Beacon Pointe Advisors
California
$576K -$45.4K -2,021 -7%