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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.5M +$1.64M +72,998 +12%
MCM
27
MV Capital Management
Maryland
$14.8M +$778K +34,599 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$14.3M -$16.4M -727,544 -53%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$13.8M +$1.32M +58,647 +11%
CIC
30
Carnegie Investment Counsel
Ohio
$13.7M +$13M +576,841 +1,777%
Osaic Holdings
31
Osaic Holdings
Arizona
$13.5M +$717K +31,904 +6%
KF
32
Krilogy Financial
Missouri
$12.5M +$646K +28,723 +5%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$10.3M +456,680 +536%
WMS
34
Wealth Management Strategies
Pennsylvania
$11.6M +$689K +30,647 +6%
CCG
35
Chatham Capital Group
Georgia
$10.4M -$409K -18,174 -4%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$10.2M -$5.59M -248,701 -35%
CIM
37
Confluence Investment Management
Missouri
$9.69M -$560K -24,919 -5%
TAM
38
Titleist Asset Management
Texas
$9.56M +$285K +12,676 +3%
AC
39
Apella Capital
Connecticut
$8.87M +$3.99M +177,358 +82%
SWM
40
Shelton Wealth Management
Texas
$8.69M +$552K +24,540 +7%
SA
41
Sanctuary Advisors
Indiana
$8.57M +$6.01M +267,097 +233%
FB
42
Fulton Bank
Pennsylvania
$8.2M +$8.21M +365,050 New
E3F
43
Eight 31 Financial
Texas
$8.19M +$555K +24,691 +7%
DWA
44
Delta Wealth Advisors
Indiana
$7.79M +$7.79M +346,594 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$7.71M +$624K +27,759 +9%
Financial Engines Advisors
46
Financial Engines Advisors
California
$7.64M +$691K +30,716 +10%
PAS
47
Park Avenue Securities
New York
$7.6M +$5.31M +236,176 +232%
OPA
48
Old Port Advisors
Maine
$7.37M +$162K +7,185 +2%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$7.26M -$5.71M -253,767 -44%
GRP
50
Global Retirement Partners
California
$7.24M +$1.51M +67,048 +26%