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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
101
Reliant Wealth Planning
Kentucky
$1.33M +$130K +5,792 +11%
KOMWMG
102
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.32M +$512K +22,841 +64%
SWM
103
Scissortail Wealth Management
Oklahoma
$1.29M +$5.89K +263 +0.5%
APW
104
Austin Private Wealth
Texas
$1.22M +$172K +7,691 +16%
ADL
105
Asset Dedication LLC
California
$1.21M +$60.2K +2,686 +5%
GI
106
Gradient Investments
Minnesota
$1.18M +$1.3K +58 +0.1%
MML Investors Services
107
MML Investors Services
Massachusetts
$1.15M +$739K +32,993 +182%
SW
108
Simplicity Wealth
New Jersey
$1.1M +$585K +26,130 +115%
KTM
109
Keeler Thomas Management
Utah
$1.07M +$270K +12,067 +34%
OC
110
Oppenheimer & Co
New York
$1.02M +$2.02K +90 +0.2%
Creative Planning
111
Creative Planning
Kansas
$996K
SPC
112
Sigma Planning Corp
Michigan
$995K +$13.2K +591 +1%
CIA
113
Compass Ion Advisors
Pennsylvania
$977K +$189K +8,452 +24%
CPRC
114
Consolidated Portfolio Review Corp
New York
$957K +$73.3K +3,274 +8%
HWM
115
Horizons Wealth Management
North Carolina
$950K +$45.1K +2,011 +5%
TCA
116
Transcend Capital Advisors
New Jersey
$907K
SWA
117
Stratos Wealth Advisors
Ohio
$904K +$901K +40,206 New
EW
118
Element Wealth
Mississippi
$884K +$82.8K +3,695 +10%
MWM
119
Modera Wealth Management
New Jersey
$877K +$243K +10,827 +38%
4WM
120
4J Wealth Management
Virginia
$859K -$89K -3,974 -9%
AWM
121
Apollon Wealth Management
South Carolina
$856K +$7.26K +324 +0.9%
GHA
122
Granite Harbor Advisors
Texas
$852K +$16.6K +742 +2%
FW
123
FullCircle Wealth
Texas
$845K -$40.1K -1,789 -5%
CSP
124
Cary Street Partners
Virginia
$767K -$30.8K -1,374 -4%
SWP
125
Summit Wealth Partners
Florida
$758K +$100K +4,470 +15%