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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCCM
276
Black Cypress Capital Management
Florida
$145K – – –
APFP
277
Action Point Financial Planning
Michigan
$140K +$140K +6,237 New
MA
278
Montag & Associates
Georgia
$126K – – –
AUB
279
Atlantic Union Bankshares
Virginia
$116K +$26K +1,162 +29%
WSFS
280
Wilmington Savings Fund Society
Delaware
$112K – – –
KFI
281
Key Financial Inc
Pennsylvania
$108K +$108K +4,835 New
HC
282
Hara Capital
Washington
$94.3K -$17.1K -762 -15%
CB
283
CNB Bank
Pennsylvania
$93.4K +$3.83K +171 +4%
CAM
284
Costello Asset Management
Pennsylvania
$89K +$828 +37 +0.9%
HIA
285
Harbor Investment Advisory
Maryland
$79.5K – – –
SWM
286
Spire Wealth Management
Virginia
$74.4K – – –
BWL
287
Bogart Wealth LLC
Virginia
$68.6K -$5.55K -248 -7%
AWM
288
AE Wealth Management
Kansas
$64.7K -$2.35K -105 -4%
ACA
289
Aptus Capital Advisors
Alabama
$63.2K -$12K -534 -16%
NB
290
NBH Bank
Colorado
$61.5K +$61.5K +2,747 New
LAMC
291
Longview Asset Management (California)
California
$56.4K +$56.4K +2,522 New
US Bancorp
292
US Bancorp
Minnesota
$53K – – –
BTI
293
Blue Trust Inc
Georgia
$51.2K +$36.6K +1,635 +250%
MA
294
MCF Advisors
Kentucky
$50.1K +$21K +938 +72%
TCM
295
TD Capital Management
Tennessee
$48.2K +$448 +20 +0.9%
CT
296
Clearstead Trust
Maine
$45.7K – – –
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$38.7K +$358 +16 +0.9%
PGAM
298
Princeton Global Asset Management
New Jersey
$29.9K – – –
BL
299
Balentine LLC
Georgia
$25.1K – – –
BTD
300
BankPlus Trust Department
Mississippi
$23.6K – – –