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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
201
BCS Wealth Management
Tennessee
$226K
GS
202
GTS Securities
Florida
$226K +$224K +10,074 New
BFG
203
Berger Financial Group
Minnesota
$212K
IAIM
204
International Assets Investment Management
Florida
$205K
RPC
205
Rossmore Private Capital
Connecticut
$202K +$201K +9,014 New
HC
206
Hara Capital
Washington
$177K -$438K -19,685 -71%
PWA
207
Physician Wealth Advisors
Utah
$155K +$52.3K +2,350 +52%
SWC
208
Spectrum Wealth Counsel
Indiana
$115K
CTWM
209
Cherry Tree Wealth Management
Minnesota
$114K +$15K +673 +15%
PTC
210
Private Trust Company
Ohio
$75.5K
BWL
211
Bogart Wealth LLC
Virginia
$74.1K +$45 +2 +0.1%
BOJHT
212
Bank of Jackson Hole Trust
Wyoming
$73.5K +$30.9K +1,388 +73%
TCM
213
TD Capital Management
Tennessee
$46K +$290 +13 +0.6%
CAL
214
Capital Analysts LLC
Pennsylvania
$46K
HIA
215
Harbor Investment Advisory
Maryland
$39.9K +$39.6K +1,778 New
RF
216
Robbins Farley
New Hampshire
$32.4K
LWA
217
Lowe Wealth Advisors
Maryland
$29.1K +$29K +1,300 New
HWM
218
Hemington Wealth Management
Virginia
$28K
EB
219
Eastern Bank
Massachusetts
$25.8K
BL
220
Balentine LLC
Georgia
$25.2K
BTD
221
BankPlus Trust Department
Mississippi
$23.7K
NP
222
NorthRock Partners
Minnesota
$21.4K +$21.3K +956 New
AGWCA
223
Annis Gardner Whiting Capital Advisors
Florida
$19.3K
LWANC
224
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.1K
US Bancorp
225
US Bancorp
Minnesota
$17.9K