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iShares iBonds Oct 2027 Term TIPS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Quantum Financial Advisors
1
Quantum Financial Advisors
California
$6.88M +$735K +28,152 +12%
Addison Advisors
2
Addison Advisors
Vermont
$2.59M +$186K +7,140 +8%
BlackRock
3
BlackRock
New York
$1.84M +$205K +7,857 +13%
High Note Wealth
4
High Note Wealth
Minnesota
$1.36M +$456K +17,450 +51%
Citadel Advisors
5
Citadel Advisors
Florida
$858K -$260K -9,954 -23%
Creative Planning
6
Creative Planning
Kansas
$852K +$185K +7,076 +28%
ATI
7
ARK & TLK Investments
Oklahoma
$454K – – –
Central Trust Company
8
Central Trust Company
Missouri
$419K -$42.8K -1,637 -9%
LPL Financial
9
LPL Financial
California
$415K +$413K +15,808 New
MKT Advisors
10
MKT Advisors
California
$407K +$96.1K +3,681 +31%
Jim Saulnier & Associates
11
Jim Saulnier & Associates
Colorado
$303K +$3.81K +146 +1%
Beacon Pointe Advisors
12
Beacon Pointe Advisors
California
$271K +$270K +10,336 New
Jane Street
13
Jane Street
New York
$237K -$313K -11,982 -57%
Bradley & Co Private Wealth Management
14
Bradley & Co Private Wealth Management
Florida
$221K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$139K +$91K +3,484 +192%
Allworth Financial
16
Allworth Financial
California
$52.3K – – –
Barrett & Company
17
Barrett & Company
Rhode Island
$46K – – –
Steward Partners Investment Advisory
18
Steward Partners Investment Advisory
New York
$15.3K +$183 +7 +1%
Hartford Financial Management
19
Hartford Financial Management
Connecticut
$127 +$12.5K +480 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– -$864K -32,967 Closed
Flow Traders U.S.
21
Flow Traders U.S.
New York
– -$249K -9,486 Closed
Raymond James Financial
22
Raymond James Financial
Florida
– -$96.7K -3,690 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
– -$14.8K -566 Closed