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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
101
Foundry Financial Group
New Hampshire
$1.62M +$279K +12,408 +21%
MBT
102
Montecito Bank & Trust
California
$1.48M +$1.47M +65,530 New
MWM
103
Modera Wealth Management
New Jersey
$1.44M +$560K +24,960 +64%
HBT
104
Heartland Bank & Trust
Illinois
$1.43M +$997K +44,431 +233%
CFS
105
Cannon Financial Strategists
Georgia
$1.43M +$12.3K +550 +0.9%
RWP
106
Reliant Wealth Planning
Kentucky
$1.38M +$45K +2,006 +3%
KOMWMG
107
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.37M +$49K +2,181 +4%
SWM
108
Scissortail Wealth Management
Oklahoma
$1.31M +$16.3K +728 +1%
MML Investors Services
109
MML Investors Services
Massachusetts
$1.25M +$95.2K +4,240 +8%
APW
110
Austin Private Wealth
Texas
$1.15M -$79.8K -3,555 -7%
SIA
111
SkyView Investment Advisors
New Jersey
$1.13M +$1.12M +50,000 New
Creative Planning
112
Creative Planning
Kansas
$1.07M +$72.3K +3,222 +7%
KTM
113
Keeler Thomas Management
Utah
$1.07M +$2.33K +104 +0.2%
MWM
114
Modern Wealth Management
Kansas
$1.03M +$677K +30,154 +194%
CPRC
115
Consolidated Portfolio Review Corp
New York
$1.02M +$61.1K +2,720 +6%
GI
116
Gradient Investments
Minnesota
$1.01M -$171K -7,601 -14%
HWM
117
Horizons Wealth Management
North Carolina
$1.01M +$57.4K +2,556 +6%
CIA
118
Compass Ion Advisors
Pennsylvania
$978K
KAS
119
Kestra Advisory Services
Texas
$960K +$207K +9,240 +28%
TCA
120
Transcend Capital Advisors
New Jersey
$908K
Lido Advisors
121
Lido Advisors
California
$894K +$891K +39,683 New
EW
122
Element Wealth
Mississippi
$886K
GHA
123
Granite Harbor Advisors
Texas
$865K +$11.4K +510 +1%
AWM
124
Apollon Wealth Management
South Carolina
$864K +$7.23K +322 +0.8%
BC
125
Barrett & Company
Rhode Island
$857K +$99.3K +4,425 +13%