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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
126
Yoder Wealth Management
California
$401K
WT
127
Washington Trust
Rhode Island
$376K -$31.1K -1,386 -8%
CCM
128
Coldstream Capital Management
Washington
$374K +$3.25K +145 +0.9%
SWMG
129
Signature Wealth Management Group
Georgia
$372K -$1.34K -60 -0.4%
MML Investors Services
130
MML Investors Services
Massachusetts
$356K +$352K +15,720 New
AC
131
Apella Capital
Connecticut
$355K +$2.35K +105 +0.7%
BPA
132
Beacon Pointe Advisors
California
$336K +$28.4K +1,268 +9%
EH
133
Equitable Holdings
New York
$327K +$15.6K +697 +5%
RCA
134
Resonant Capital Advisors
Wisconsin
$323K -$29.4K -1,313 -8%
CIAS
135
CFS Investment Advisory Services
New Jersey
$317K +$40K +1,782 +15%
FWM
136
Focused Wealth Management
New York
$314K +$311K +13,891 New
EP
137
Essential Planning
New Hampshire
$300K +$2.98K +133 +1%
PS
138
Principal Securities
Iowa
$298K +$24.7K +1,103 +9%
CSPAM
139
Cary Street Partners Asset Management
Virginia
$295K +$292K +13,029 New
AGP
140
Autumn Glory Partners
Texas
$293K
KAS
141
KPP Advisory Services
Kentucky
$290K
GRP
142
Global Retirement Partners
California
$290K +$2.2K +98 +0.8%
GS
143
GTS Securities
Florida
$288K +$285K +12,720 New
PCA
144
Prosperity Capital Advisors
Ohio
$272K +$34.1K +1,521 +14%
JCM
145
Jacobi Capital Management
Pennsylvania
$270K +$268K +11,948 New
KPWS
146
Kestra Private Wealth Services
Texas
$270K +$26.8K +1,196 +11%
HBT
147
Heartland Bank & Trust
Illinois
$268K +$266K +11,842 New
HC
148
Hara Capital
Washington
$263K -$228K -10,180 -47%
MWM
149
Mascoma Wealth Management
New Hampshire
$260K
MCM
150
Mattern Capital Management
Colorado
$259K +$257K +11,461 New