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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
226
Swan Global Investments
Colorado
$353K +$353K +15,771 New
CBT
227
Crews Bank & Trust
Florida
$343K
TPI
228
Trust Point Inc
Wisconsin
$342K +$342K +15,281 New
TWM
229
Trinity Wealth Management
Pennsylvania
$339K
YWM
230
Yoder Wealth Management
California
$327K
OPTFSNA
231
Old Point Trust & Financial Services N A
Virginia
$326K +$22.4K +1,000 +7%
KAS
232
KPP Advisory Services
Kentucky
$319K -$7.5K -335 -2%
LWM
233
Liberty Wealth Management
California
$317K
KTM
234
Keeler Thomas Management
Utah
$305K -$101K -4,504 -25%
PFS
235
Prospera Financial Services
Texas
$304K +$14.8K +659 +5%
ACM
236
Alessandra Capital Management
California
$302K
MA
237
MONECO Advisors
Connecticut
$290K
MAM
238
Milestone Asset Management
Pennsylvania
$287K +$80.8K +3,609 +39%
LFAS
239
Level Four Advisory Services
Texas
$285K +$90 +4 +0%
ACM
240
Alamar Capital Management
California
$284K
HBT
241
Hills Bank & Trust
Iowa
$278K +$1.7K +76 +0.6%
PS
242
Principal Securities
Iowa
$276K +$224 +10 +0.1%
WT
243
Washington Trust
Rhode Island
$275K
CA
244
CGN Advisors
Kansas
$274K -$9.56K -427 -3%
XPN
245
XY Planning Network
Montana
$274K +$274K +12,260 New
BSAM
246
Blue Square Asset Management
New York
$259K
VAS
247
Vestmark Advisory Solutions
Massachusetts
$258K +$258K +11,515 New
WEG
248
World Equity Group
Illinois
$257K
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$257K
RMDI
250
R.M. Davis Inc
Maine
$257K +$257K +11,497 New