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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$1.74M +$844K +37,869 +93%
LWL
77
Leo Wealth LLC
Texas
$1.72M +$239K +10,723 +16%
MBTD
78
Mechanics Bank - Trust Department
California
$1.69M +$100K +4,500 +6%
Jane Street
79
Jane Street
New York
$1.59M +$1.07M +47,982 +203%
TFS
80
Thoroughbred Financial Services
Tennessee
$1.58M +$290K +13,021 +22%
VA
81
Valmark Advisers
Ohio
$1.57M +$346K +15,515 +28%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.5M +$427K +19,169 +40%
ABC
83
Associated Banc-Corp
Wisconsin
$1.48M +$43K +1,929 +3%
JSA
84
Jim Saulnier & Associates
Colorado
$1.41M +$536K +24,048 +61%
CFS
85
Cannon Financial Strategists
Georgia
$1.38M +$18.3K +823 +1%
HCM
86
Howland Capital Management
Massachusetts
$1.36M +$801K +35,920 +140%
GI
87
Gradient Investments
Minnesota
$1.36M +$1.37M +61,347 New
RWP
88
Reliant Wealth Planning
Kentucky
$1.35M +$445K +19,986 +49%
FFG
89
Foundry Financial Group
New Hampshire
$1.34M +$30K +1,348 +2%
WANY
90
Wealthspire Advisors (New York)
New York
$1.29M +$1.3M +58,189 New
EW
91
Evexia Wealth
Wisconsin
$1.27M +$1.28M +57,241 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$268K +12,047 +29%
MPPLM
93
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.18M +$393K +17,635 +49%
Creative Planning
94
Creative Planning
Kansas
$1.16M +$439K +19,703 +60%
S
95
SignatureFD
Georgia
$1.16M +$1.13M +50,806 +3,412%
Lido Advisors
96
Lido Advisors
California
$1.08M -$352K -15,783 -25%
MBT
97
Montecito Bank & Trust
California
$1.07M -$235K -10,535 -18%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$1.02M +$172K +7,697 +20%
APW
99
Austin Private Wealth
Texas
$996K +$12.5K +563 +1%
FW
100
FullCircle Wealth
Texas
$960K +$437K +19,594 +83%