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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
KOMWMG
101
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 2.3 M +USD 379 k +16,950 +20%
TC
102
TFR Capital
Texas
USD 2.29 M -USD 24.9 k -1,111 -1%
CCWP
103
Cedar Cove Wealth Partners
Minnesota
USD 2.25 M +USD 2.25 M +100,519 Nuevas
JSA
104
Jim Saulnier & Associates
Colorado
USD 2.21 M +USD 15.6 k +699 +0.7%
Gould Asset Management
105
Gould Asset Management
California
USD 2.16 M +USD 39.4 k +1,760 +2%
Creative Planning
106
Creative Planning
Kansas
USD 2.11 M +USD 541 k +24,156 +34%
TFS
107
Thoroughbred Financial Services
Tennessee
USD 2.09 M -USD 46.3 k -2,069 -2%
Penobscot Investment Management
108
Penobscot Investment Management
Massachusetts
USD 2.06 M – – –
Montecito Bank & Trust
109
Montecito Bank & Trust
California
USD 2.03 M +USD 510 k +22,808 +33%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
USD 2.02 M -USD 795 k -35,510 -28%
IFP Advisors
111
IFP Advisors
Florida
USD 1.99 M -USD 11.7 k -521 -0.6%
Associated Banc-Corp
112
Associated Banc-Corp
Wisconsin
USD 1.94 M +USD 42.2 k +1,885 +2%
Probity Advisors
113
Probity Advisors
Texas
USD 1.91 M -USD 1.48 M -65,966 -44%
EW
114
Evexia Wealth
Wisconsin
USD 1.86 M +USD 1.05 M +46,945 +128%
Modera Wealth Management
115
Modera Wealth Management
New Jersey
USD 1.72 M – – –
SWM
116
Steelhead Wealth Management
Virginia
USD 1.7 M -USD 345 k -15,407 -17%
SWM
117
Scissortail Wealth Management
Oklahoma
USD 1.69 M +USD 45.1 k +2,015 +3%
FFG
118
Foundry Financial Group
New Hampshire
USD 1.69 M +USD 21 k +939 +1%
KFG Wealth Management
119
KFG Wealth Management
Indiana
USD 1.64 M +USD 56.5 k +2,524 +4%
MGO One Seven
120
MGO One Seven
Ohio
USD 1.59 M +USD 50.2 k +2,242 +3%
Klaas Financial Asset Advisors
121
Klaas Financial Asset Advisors
Illinois
USD 1.53 M +USD 27.8 k +1,243 +2%
RWP
122
Reliant Wealth Planning
Kentucky
USD 1.51 M +USD 15.5 k +691 +1%
Equitable Holdings
123
Equitable Holdings
New York
USD 1.48 M +USD 69.1 k +3,086 +5%
Cannon Financial Strategists
124
Cannon Financial Strategists
Georgia
USD 1.45 M +USD 8.6 k +384 +0.6%
Compass Ion Advisors
125
Compass Ion Advisors
Pennsylvania
USD 1.44 M – – –
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