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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$278K +$278K +12,491 New
CIAS
27
CFS Investment Advisory Services
New Jersey
$257K +$257K +11,535 New
CA
28
Cetera Advisors
Colorado
$235K +$235K +10,569 New
TFS
29
Thoroughbred Financial Services
Tennessee
$231K +$231K +10,406 New
Cerity Partners
30
Cerity Partners
New York
$220K -$83.9K -3,772 -28%
GHA
31
Granite Harbor Advisors
Texas
$213K +$213K +9,554 New
SPIA
32
Steward Partners Investment Advisory
New York
$183K
IA
33
IFP Advisors
Florida
$154K +$136K +6,100 New
BWM
34
BerganKDV Wealth Management
Minnesota
$142K +$142K +6,386 New
JFG
35
JDM Financial Group
Texas
$139K +$139K +6,226 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$101K +$101K +4,557 New
FWM
37
Focused Wealth Management
New York
$82K +$82K +3,687 New
GRP
38
Global Retirement Partners
California
$81.3K +$81.3K +3,654 New
BFEC
39
Benjamin F. Edwards & Company
Missouri
$65K -$53.7K -2,415 -45%
BC
40
Barrett & Company
Rhode Island
$55.6K
TCM
41
TD Capital Management
Tennessee
$42K +$42K +1,890 New
ASN
42
Advisory Services Network
Georgia
$39.2K +$39.2K +1,761 New
RF
43
Robbins Farley
New Hampshire
$32.1K +$32.1K +1,444 New
BEI
44
Benjamin Edwards Inc
Missouri
$32K -$43.1K -1,936 -57%
FNBOSM
45
First National Bank of South Miami
Florida
$29K +$28.9K +1,300 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$28K -$45.7K -2,055 -62%
GI
47
Gradient Investments
Minnesota
$20.4K -$2.36K -106 -10%
BAM
48
Belpointe Asset Management
Nevada
$16.9K +$16.9K +759 New
AWM
49
AllSquare Wealth Management
New York
$12.2K +$12.2K +550 New
NA
50
NewEdge Advisors
Louisiana
$5K +$5M +224,939 New