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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
126
Autumn Glory Partners
Texas
$286K +$3.01K +137 +1%
KAS
127
KPP Advisory Services
Kentucky
$283K
GRP
128
Global Retirement Partners
California
$280K +$2.17K +99 +0.8%
CIAS
129
CFS Investment Advisory Services
New Jersey
$270K
PS
130
Principal Securities
Iowa
$266K
MWM
131
Mascoma Wealth Management
New Hampshire
$254K +$10K +456 +4%
HFA
132
Highland Financial Advisors
New Jersey
$250K
TWM
133
Trinity Wealth Management
Pennsylvania
$244K +$5.23K +238 +2%
HPC
134
HM Payson & Co
Maine
$241K +$39.9K +1,815 +20%
KPWS
135
Kestra Private Wealth Services
Texas
$237K -$97.2K -4,425 -29%
PCA
136
Prosperity Capital Advisors
Ohio
$232K +$231K +10,504 New
BWM
137
BCS Wealth Management
Tennessee
$222K
PB
138
Pinnacle Bancorp
Nebraska
$220K
HWM
139
Horizons Wealth Management
North Carolina
$210K +$152K +6,908 +270%
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$202K +$202K +9,187 New
HBT
141
Hills Bank & Trust
Iowa
$201K +$26.3K +1,198 +15%
IAIM
142
International Assets Investment Management
Florida
$163K +$162K +7,375 New
GI
143
Gradient Investments
Minnesota
$121K -$5.16K -235 -4%
SWC
144
Spectrum Wealth Counsel
Indiana
$115K +$47.7K +2,173 +72%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$101K
CTWM
146
Cherry Tree Wealth Management
Minnesota
$87.3K +$36.9K +1,681 +74%
PTC
147
Private Trust Company
Ohio
$74.3K
BWL
148
Bogart Wealth LLC
Virginia
$72.8K +$66 +3 +0.1%
Comerica Bank
149
Comerica Bank
Texas
$65.7K +$54.4K +2,474 +495%
FFA
150
Farther Finance Advisors
California
$55.7K -$725K -32,979 -93%