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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
26
OneAscent Financial Services
Alabama
$18.2M +$18.3M +813,004 New
MA
27
MKT Advisors
California
$18M +$518K +23,053 +3%
DP
28
Denver PWM
Colorado
$17.3M +$658K +29,288 +4%
AAIM
29
Asset Advisors Investment Management
Georgia
$16.7M +$797K +35,456 +5%
CIC
30
Carnegie Investment Counsel
Ohio
$16.5M +$2.81M +125,256 +21%
TAM
31
Titleist Asset Management
Texas
$15.4M +$5.86M +260,899 +61%
BlackRock
32
BlackRock
New York
$15.1M +$8.78M +390,630 +138%
FB
33
Fulton Bank
Pennsylvania
$14.2M +$6.01M +267,315 +73%
Osaic Holdings
34
Osaic Holdings
Arizona
$13.8M +$305K +13,593 +2%
MCM
35
MV Capital Management
Maryland
$13.6M -$1.22M -54,116 -8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$13.4M -$383K -17,035 -3%
KF
37
Krilogy Financial
Missouri
$13.2M +$686K +30,533 +5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$12.6M +$458K +20,371 +4%
WMS
39
Wealth Management Strategies
Pennsylvania
$12M +$499K +22,204 +4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$12M +$1.88M +83,507 +18%
SWM
41
Shelton Wealth Management
Texas
$10.2M +$1.56M +69,502 +18%
SA
42
Sanctuary Advisors
Indiana
$9.62M +$1.07M +47,455 +12%
CCG
43
Chatham Capital Group
Georgia
$9.39M -$964K -42,886 -9%
AC
44
Apella Capital
Connecticut
$9.21M +$362K +16,107 +4%
BW
45
BIP Wealth
Georgia
$9.16M +$2.12M +94,569 +30%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$8.78M +$2.81M +125,236 +47%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$8.39M +$1.15M +50,998 +16%
DWA
48
Delta Wealth Advisors
Indiana
$8.36M +$591K +26,326 +8%
E3F
49
Eight 31 Financial
Texas
$7.98M -$194K -8,647 -2%
HH
50
Hilltop Holdings
Texas
$7.85M +$2.97M +132,002 +61%