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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$257K – – –
RMDI
252
R.M. Davis Inc
Maine
$257K +$257K +11,497 New
AM
253
Atwater Malick
Pennsylvania
$257K +$12.1K +540 +5%
BFIM
254
Beese Fulmer Investment Management
Ohio
$254K +$22.8K +1,018 +10%
HFA
255
Highland Financial Advisors
New Jersey
$253K – – –
CFS
256
Commonwealth Financial Services
West Virginia
$250K +$250K +11,187 New
DWML
257
Decker Wealth Management LLC
Tennessee
$250K – – –
OMIC
258
Old Mission Investment Co
Michigan
$249K – – –
MWM
259
Mascoma Wealth Management
New Hampshire
$247K – – –
RCA
260
Resonant Capital Advisors
Wisconsin
$246K -$10.6K -474 -4%
AWM
261
Alterna Wealth Management
Texas
$244K -$113K -5,063 -32%
PJSIMP
262
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K +$448 +20 +0.2%
GPA
263
Guidance Point Advisors
Massachusetts
$239K +$5.39K +241 +2%
IA
264
IFG Advisory
Georgia
$236K +$236K +10,536 New
TC
265
Trust Company
Kansas
$228K – – –
MCM
266
Mattern Capital Management
Colorado
$226K – – –
CCP
267
Carmel Capital Partners
California
$224K – – –
CFSG
268
Community Financial Services Group
Vermont
$221K +$222K +9,932 New
CTWM
269
Cherry Tree Wealth Management
Minnesota
$221K – – –
MMA
270
Miracle Mile Advisors
California
$207K – – –
WA
271
Waverly Advisors
Alabama
$207K -$33.6K -1,500 -14%
BFG
272
Berger Financial Group
Minnesota
$206K – – –
TPW
273
Talon Private Wealth
Florida
$204K +$204K +9,131 New
IAIM
274
International Assets Investment Management
Florida
$184K – – –
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$163K – – –