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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSC
176
Duncker Streett & Co
Missouri
$564K
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$527K +$127K +5,630 +32%
CFGA
178
Cambridge Financial Group (Arizona)
Arizona
$527K -$7.26K -323 -1%
SFGP
179
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$523K +$58.5K +2,603 +13%
HI
180
Harbour Investments
Wisconsin
$515K -$29.3K -1,302 -5%
FWM
181
Focused Wealth Management
New York
$507K +$16.6K +739 +3%
Cerity Partners
182
Cerity Partners
New York
$503K +$34.1K +1,517 +7%
GDP
183
Great Diamond Partners
Maine
$502K +$160K +7,103 +47%
NPT
184
National Philanthropic Trust
Pennsylvania
$500K
AQR Capital Management
185
AQR Capital Management
Connecticut
$496K +$32.2K +1,432 +7%
MCC
186
Money Concepts Capital
Florida
$468K +$259K +11,503 +124%
DAS
187
Daybright Advisory Services
Florida
$465K +$465K +20,697 New
GS
188
GTS Securities
Florida
$450K +$450K +20,033 New
BMCM
189
Black Maple Capital Management
Wisconsin
$449K
JCM
190
Jacobi Capital Management
Pennsylvania
$443K +$58.4K +2,595 +15%
WP
191
Walleye Partners
Wisconsin
$438K +$438K +19,491 New
CTA
192
Chesley Taft & Associates
Illinois
$427K
FNBOO
193
First National Bank of Omaha
Nebraska
$420K +$420K +18,681 New
WIA
194
World Investment Advisors
California
$419K +$419K +18,628 New
PFM
195
Phillips Financial Management
Indiana
$418K +$211K +9,401 +102%
TRCT
196
Tower Research Capital (TRC)
New York
$417K +$417K +18,550 New
IAA
197
Independent Advisor Alliance
North Carolina
$409K -$54.6K -2,427 -12%
SWMG
198
Signature Wealth Management Group
Georgia
$393K
OIA
199
OneDigital Investment Advisors
Kansas
$393K +$394K +17,511 New
LIA
200
LBMC Investment Advisors
Tennessee
$393K +$170K +7,580 +76%