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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
251
Atwater Malick
Pennsylvania
$257K +$12.1K +540 +5%
BFIM
252
Beese Fulmer Investment Management
Ohio
$254K +$22.8K +1,018 +10%
HFA
253
Highland Financial Advisors
New Jersey
$253K
CFS
254
Commonwealth Financial Services
West Virginia
$250K +$250K +11,187 New
DWML
255
Decker Wealth Management LLC
Tennessee
$250K
OMIC
256
Old Mission Investment Co
Michigan
$249K +$249K +11,139 New
MWM
257
Mascoma Wealth Management
New Hampshire
$247K
RCA
258
Resonant Capital Advisors
Wisconsin
$246K -$10.6K -474 -4%
AWM
259
Alterna Wealth Management
Texas
$244K -$113K -5,063 -32%
PJSIMP
260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K +$448 +20 +0.2%
GPA
261
Guidance Point Advisors
Massachusetts
$239K +$5.39K +241 +2%
IA
262
IFG Advisory
Georgia
$236K +$236K +10,536 New
TC
263
Trust Company
Kansas
$228K
MCM
264
Mattern Capital Management
Colorado
$226K
CCP
265
Carmel Capital Partners
California
$224K
CFSG
266
Community Financial Services Group
Vermont
$221K +$222K +9,932 New
MMA
267
Miracle Mile Advisors
California
$207K
WA
268
Waverly Advisors
Alabama
$207K -$33.6K -1,500 -14%
BFG
269
Berger Financial Group
Minnesota
$206K
IAIM
270
International Assets Investment Management
Florida
$184K
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$163K
BCCM
272
Black Cypress Capital Management
Florida
$145K
APFP
273
Action Point Financial Planning
Michigan
$140K +$140K +6,237 New
MA
274
Montag & Associates
Georgia
$126K
AUB
275
Atlantic Union Bankshares
Virginia
$116K +$26K +1,162 +29%