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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
101
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.3M +$379K +16,950 +20%
TC
102
TFR Capital
Texas
$2.29M -$24.9K -1,111 -1%
CCWP
103
Cedar Cove Wealth Partners
Minnesota
$2.25M +$2.25M +100,519 New
JSA
104
Jim Saulnier & Associates
Colorado
$2.21M +$15.6K +699 +0.7%
GAM
105
Gould Asset Management
California
$2.16M +$39.4K +1,760 +2%
Creative Planning
106
Creative Planning
Kansas
$2.11M +$541K +24,156 +34%
TFS
107
Thoroughbred Financial Services
Tennessee
$2.09M -$46.3K -2,069 -2%
PIM
108
Penobscot Investment Management
Massachusetts
$2.06M – – –
MBT
109
Montecito Bank & Trust
California
$2.03M +$510K +22,808 +33%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.02M -$795K -35,510 -28%
IA
111
IFP Advisors
Florida
$1.99M -$11.7K -521 -0.6%
ABC
112
Associated Banc-Corp
Wisconsin
$1.94M +$42.2K +1,885 +2%
PA
113
Probity Advisors
Texas
$1.91M -$1.48M -65,966 -44%
EW
114
Evexia Wealth
Wisconsin
$1.86M +$1.05M +46,945 +128%
MWM
115
Modera Wealth Management
New Jersey
$1.72M – – –
SWM
116
Steelhead Wealth Management
Virginia
$1.7M -$345K -15,407 -17%
SWM
117
Scissortail Wealth Management
Oklahoma
$1.69M +$45.1K +2,015 +3%
FFG
118
Foundry Financial Group
New Hampshire
$1.69M +$21K +939 +1%
KWM
119
KFG Wealth Management
Indiana
$1.64M +$56.5K +2,524 +4%
MOS
120
MGO One Seven
Ohio
$1.59M +$50.2K +2,242 +3%
KFAA
121
Klaas Financial Asset Advisors
Illinois
$1.53M +$27.8K +1,243 +2%
RWP
122
Reliant Wealth Planning
Kentucky
$1.51M +$15.5K +691 +1%
EH
123
Equitable Holdings
New York
$1.48M +$69.1K +3,086 +5%
CFS
124
Cannon Financial Strategists
Georgia
$1.45M +$8.6K +384 +0.6%
CIA
125
Compass Ion Advisors
Pennsylvania
$1.44M – – –