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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Trinity Wealth Management
Pennsylvania
$340K
ML
227
MLP3 LLC
New Jersey
$334K +$107K +4,742 +47%
YWM
228
Yoder Wealth Management
California
$327K
KAS
229
KPP Advisory Services
Kentucky
$327K +$22.5K +1,000 +7%
Citadel Advisors
230
Citadel Advisors
Florida
$326K -$392K -17,430 -55%
LWM
231
Liberty Wealth Management
California
$317K +$1.64K +73 +0.5%
OPTFSNA
232
Old Point Trust & Financial Services N A
Virginia
$304K -$44.9K -2,000 -13%
ACM
233
Alessandra Capital Management
California
$303K +$78.6K +3,500 +35%
AGP
234
Autumn Glory Partners
Texas
$302K +$629 +28 +0.2%
TBA
235
Tower Bridge Advisors
Pennsylvania
$300K +$300K +13,375 New
FTUS
236
Flow Traders U.S.
New York
$293K +$293K +13,060 New
DC
237
Davenport & Co
Virginia
$291K +$291K +12,961 New
MA
238
MONECO Advisors
Connecticut
$290K
PFS
239
Prospera Financial Services
Texas
$290K +$291K +12,931 New
LFAS
240
Level Four Advisory Services
Texas
$286K +$67 +3 +0%
ACM
241
Alamar Capital Management
California
$285K
CA
242
CGN Advisors
Kansas
$285K +$49.1K +2,186 +21%
HBT
243
Hills Bank & Trust
Iowa
$277K +$4.04K +180 +1%
PS
244
Principal Securities
Iowa
$277K +$2.04K +91 +0.7%
WT
245
Washington Trust
Rhode Island
$276K
DWM
246
DecisionMap Wealth Management
Virginia
$265K
BSAM
247
Blue Square Asset Management
New York
$260K +$10.6K +473 +4%
WEG
248
World Equity Group
Illinois
$258K +$9.97K +444 +4%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$258K +$236K +10,500 +1,050%
RCA
250
Resonant Capital Advisors
Wisconsin
$258K