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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
251
Alessandra Capital Management
California
$225K +$225K +10,000 New
CCP
252
Carmel Capital Partners
California
$225K +$225K +10,000 New
GPA
253
Guidance Point Advisors
Massachusetts
$223K +$5.26K +234 +2%
CTWM
254
Cherry Tree Wealth Management
Minnesota
$222K +$10K +445 +5%
MIM
255
Moseley Investment Management
Florida
$219K +$6.75K +300 +3%
MIG
256
McGuire Investment Group
Rhode Island
$217K +$217K +9,651 New
DWM
257
Dakota Wealth Management
Florida
$210K +$210K +9,335 New
BFG
258
Berger Financial Group
Minnesota
$207K
IAIM
259
International Assets Investment Management
Florida
$205K
PMG
260
Private Management Group
California
$202K +$202K +8,981 New
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$157K
PWA
262
Physician Wealth Advisors
Utah
$155K
SAG
263
SageView Advisory Group
California
$149K +$149K +6,630 New
HC
264
Hara Capital
Washington
$128K -$38.3K -1,702 -23%
MA
265
Montag & Associates
Georgia
$127K
CAM
266
Costello Asset Management
Pennsylvania
$106K +$1.33K +59 +1%
CB
267
CNB Bank
Pennsylvania
$90.8K -$161K -7,173 -64%
AUB
268
Atlantic Union Bankshares
Virginia
$90.5K
TFA
269
Toth Financial Advisory
Virginia
$83.2K +$83.3K +3,704 New
HIA
270
Harbor Investment Advisory
Maryland
$79.9K
BWL
271
Bogart Wealth LLC
Virginia
$74.5K +$90 +4 +0.1%
BCCM
272
Black Cypress Capital Management
Florida
$74.2K +$29.2K +1,300 +65%
ACA
273
Aptus Capital Advisors
Alabama
$63.4K +$45 +2 +0.1%
BOJHT
274
Bank of Jackson Hole Trust
Wyoming
$61.7K
US Bancorp
275
US Bancorp
Minnesota
$53.3K