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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
176
Signature Wealth Management Group
Georgia
$394K -$134K -5,950 -25%
JCM
177
Jacobi Capital Management
Pennsylvania
$385K +$2.33K +104 +0.6%
CIAS
178
CFS Investment Advisory Services
New Jersey
$384K -$10.8K -479 -3%
BSG
179
Black Swift Group
Colorado
$379K +$378K +16,820 New
PAG
180
Private Advisor Group
New Jersey
$378K -$23.5K -1,049 -6%
CBT
181
Crews Bank & Trust
Florida
$374K -$30K -1,335 -7%
CSIA
182
Conrad Siegel Investment Advisors
Pennsylvania
$370K +$3.3K +147 +0.9%
SAM
183
Smithbridge Asset Management
Pennsylvania
$369K +$368K +16,400 New
SFB
184
STAR Financial Bank
Indiana
$358K -$1.75M -77,958 -83%
AWM
185
Alterna Wealth Management
Texas
$354K
KIM
186
Kestra Investment Management
Texas
$350K -$40.3K -1,794 -10%
VWA
187
Visionary Wealth Advisors
Illinois
$347K +$87.3K +3,890 +34%
GDP
188
Great Diamond Partners
Maine
$343K +$342K +15,253 New
TWM
189
Trinity Wealth Management
Pennsylvania
$339K +$4.53K +202 +1%
YWM
190
Yoder Wealth Management
California
$329K +$328K +14,600 New
OCG
191
Opus Capital Group
Ohio
$325K +$324K +14,450 New
LWM
192
Liberty Wealth Management
California
$314K +$2.65K +118 +0.9%
KAS
193
KPP Advisory Services
Kentucky
$306K -$5.05K -225 -2%
AGP
194
Autumn Glory Partners
Texas
$302K +$22.9K +1,020 +8%
GSB
195
Greenfield Savings Bank
Massachusetts
$295K +$19.6K +871 +7%
MA
196
MONECO Advisors
Connecticut
$291K
Comerica Bank
197
Comerica Bank
Texas
$287K +$34.3K +1,527 +14%
OPTFSNA
198
Old Point Trust & Financial Services N A
Virginia
$284K
MCM
199
Mattern Capital Management
Colorado
$277K +$6.51K +290 +2%
WT
200
Washington Trust
Rhode Island
$277K