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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$217K -$60.3K -2,678 -21%
FAAM
52
First Ascent Asset Management
Colorado
$213K +$11K +487 +5%
JFG
53
JDM Financial Group
Texas
$205K +$2.86K +127 +1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$193K +$90.6K +4,020 +86%
SPIA
55
Steward Partners Investment Advisory
New York
$183K
CTC
56
Central Trust Company
Missouri
$156K +$74.4K +3,301 +88%
BWM
57
BerganKDV Wealth Management
Minnesota
$141K
FWM
58
Focused Wealth Management
New York
$101K +$6.8K +302 +7%
BC
59
Barrett & Company
Rhode Island
$93K
GRP
60
Global Retirement Partners
California
$81.4K +$180 +8 +0.2%
SFG
61
Steward Financial Group
Texas
$76K
PTC
62
Private Trust Company
Ohio
$74.6K
GI
63
Gradient Investments
Minnesota
$61.9K +$7.48K +332 +13%
SF
64
Safeguard Financial
Wisconsin
$47K +$48.2K +2,141 New
TCM
65
TD Capital Management
Tennessee
$42.5K +$383 +17 +0.9%
BEI
66
Benjamin Edwards Inc
Missouri
$32K -$360 -16 -1%
EW
67
Element Wealth
Mississippi
$29.8K
GBT
68
Grove Bank & Trust
Florida
$28.8K +$29.3K +1,300 New
PFM
69
Phillips Financial Management
Indiana
$26.1K +$248 +11 +0.9%
HWM
70
Horizons Wealth Management
North Carolina
$23.7K
RF
71
Robbins Farley
New Hampshire
$20K -$12.2K -540 -37%
HWA
72
HHM Wealth Advisors
Tennessee
$13.3K +$13.5K +601 New
AWM
73
AllSquare Wealth Management
New York
$12.3K
US Bancorp
74
US Bancorp
Minnesota
$11.1K +$11.3K +500 New
FPB
75
First PREMIER Bank
South Dakota
$11K