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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$697K +$690K +30,761 New
Lido Advisors
27
Lido Advisors
California
$689K +$683K +30,425 New
SWM
28
Stockman Wealth Management
Montana
$685K +$678K +30,208 New
IWC
29
Integrated Wealth Concepts
Massachusetts
$600K +$152K +6,777 +34%
RCA
30
Resonant Capital Advisors
Wisconsin
$514K +$16.5K +735 +3%
TFS
31
Thoroughbred Financial Services
Tennessee
$468K +$231K +10,288 +99%
Osaic Holdings
32
Osaic Holdings
Arizona
$467K +$138K +6,169 +43%
CAN
33
Cetera Advisor Networks
California
$460K +$456K +20,314 New
CIAS
34
CFS Investment Advisory Services
New Jersey
$437K +$174K +7,741 +67%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$332K +$329K +14,643 New
KF
36
Krilogy Financial
Missouri
$324K -$4.05M -180,325 -93%
Creative Planning
37
Creative Planning
Kansas
$283K
Cerity Partners
38
Cerity Partners
New York
$274K +$49.4K +2,200 +22%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$259K +$154K +6,859 +151%
GHA
40
Granite Harbor Advisors
Texas
$257K +$40K +1,783 +19%
IA
41
IFP Advisors
Florida
$244K +$80.8K +3,601 +59%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$239K +$171K +7,610 +260%
PPW
43
Parcion Private Wealth
Washington
$239K -$799K -35,611 -77%
JFG
44
JDM Financial Group
Texas
$207K +$64.8K +2,887 +46%
FAAM
45
First Ascent Asset Management
Colorado
$207K +$205K +9,113 New
SPIA
46
Steward Partners Investment Advisory
New York
$187K
BWM
47
BerganKDV Wealth Management
Minnesota
$145K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$106K +$105K +4,686 New
FWM
49
Focused Wealth Management
New York
$96.2K +$12.5K +556 +15%
BC
50
Barrett & Company
Rhode Island
$95.2K +$38.2K +1,700 +68%