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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
226
SageView Advisory Group
California
$355K +$117K +5,231 +49%
OCG
227
Opus Capital Group
Ohio
$353K – – –
SGI
228
Swan Global Investments
Colorado
$353K +$353K +15,771 New
CBT
229
Crews Bank & Trust
Florida
$343K – – –
TPI
230
Trust Point Inc
Wisconsin
$342K +$342K +15,281 New
TWM
231
Trinity Wealth Management
Pennsylvania
$339K – – –
YWM
232
Yoder Wealth Management
California
$327K – – –
OPTFSNA
233
Old Point Trust & Financial Services N A
Virginia
$326K +$22.4K +1,000 +7%
KAS
234
KPP Advisory Services
Kentucky
$319K -$7.5K -335 -2%
LWM
235
Liberty Wealth Management
California
$317K – – –
KTM
236
Keeler Thomas Management
Utah
$305K -$101K -4,504 -25%
PFS
237
Prospera Financial Services
Texas
$304K +$14.8K +659 +5%
ACM
238
Alessandra Capital Management
California
$302K – – –
MA
239
MONECO Advisors
Connecticut
$290K – – –
MAM
240
Milestone Asset Management
Pennsylvania
$287K +$80.8K +3,609 +39%
LFAS
241
Level Four Advisory Services
Texas
$285K +$90 +4 +0%
ACM
242
Alamar Capital Management
California
$284K – – –
HBT
243
Hills Bank & Trust
Iowa
$278K +$1.7K +76 +0.6%
PS
244
Principal Securities
Iowa
$276K +$224 +10 +0.1%
WT
245
Washington Trust
Rhode Island
$275K – – –
CA
246
CGN Advisors
Kansas
$274K -$9.56K -427 -3%
XPN
247
XY Planning Network
Montana
$274K +$274K +12,260 New
BSAM
248
Blue Square Asset Management
New York
$259K – – –
VAS
249
Vestmark Advisory Solutions
Massachusetts
$258K +$258K +11,515 New
WEG
250
World Equity Group
Illinois
$257K – – –
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