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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
151
Transcend Capital Advisors
New Jersey
$896K – – –
DCM
152
Dudley Capital Management
Virginia
$880K – – –
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
$878K – – –
AWM
154
Apollon Wealth Management
South Carolina
$876K +$3.98K +178 +0.5%
PFM
155
Phillips Financial Management
Indiana
$865K +$985 +44 +0.1%
KPWS
156
Kestra Private Wealth Services
Texas
$845K +$10.3K +461 +1%
EIP
157
Ellis Investment Partners
Pennsylvania
$843K +$844K +37,690 New
FFA
158
Farther Finance Advisors
California
$818K +$369K +16,475 +82%
DSC
159
Duncker Streett & Co
Missouri
$815K +$7.61K +340 +0.9%
MWM
160
Mission Wealth Management
California
$813K +$308K +13,754 +61%
SW
161
Simplicity Wealth
New Jersey
$809K +$240K +10,722 +42%
CB
162
Chris Bulman
California
$780K -$71.2K -3,181 -8%
CCM
163
Coldstream Capital Management
Washington
$722K -$52.6K -2,348 -7%
BEI
164
Benjamin Edwards Inc
Missouri
$713K +$20.3K +906 +3%
EW
165
Element Wealth
Mississippi
$707K +$1.3K +58 +0.2%
LAM
166
L2 Asset Management
Massachusetts
$705K -$6.38M -284,876 -90%
WCP
167
Wick Capital Partners
Pennsylvania
$705K -$20K -892 -3%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$698K -$3.49K -156 -0.5%
MFIM
169
Mesirow Financial Investment Management
Illinois
$695K -$50.5K -2,257 -7%
PP
170
Prosperity Planning
Missouri
$692K – – –
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$688K +$153K +6,817 +28%
PWA
172
Physician Wealth Advisors
Utah
$668K +$514K +22,964 +333%
JIC
173
Johnson Investment Counsel
Ohio
$650K – – –
SAI
174
Savvy Advisors Inc
New York
$648K -$39.2K -1,753 -6%
KOC
175
Koss-Olinger Consulting
Florida
$644K +$3.98K +178 +0.6%