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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
151
Highland Financial Advisors
New Jersey
$256K
MWM
152
Modera Wealth Management
New Jersey
$250K +$248K +11,042 New
TWM
153
Trinity Wealth Management
Pennsylvania
$250K
BWM
154
BCS Wealth Management
Tennessee
$228K
HWM
155
Horizons Wealth Management
North Carolina
$226K +$11.4K +510 +5%
KWM
156
KFG Wealth Management
Indiana
$225K +$223K +9,956 New
HBT
157
Hills Bank & Trust
Iowa
$206K
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$204K -$3.88K -173 -2%
TC
159
Trust Company
Kansas
$198K +$191K +8,539 +3,778%
CAM
160
Costello Asset Management
Pennsylvania
$150K +$148K +6,622 New
SWC
161
Spectrum Wealth Counsel
Indiana
$117K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$104K
CTWM
163
Cherry Tree Wealth Management
Minnesota
$99.9K +$10.3K +458 +12%
PTC
164
Private Trust Company
Ohio
$76.2K
BWL
165
Bogart Wealth LLC
Virginia
$74.7K +$45 +2 +0.1%
OPTFSNA
166
Old Point Trust & Financial Services N A
Virginia
$67.5K +$66.8K +2,980 New
Comerica Bank
167
Comerica Bank
Texas
$67.3K
PA
168
Parallel Advisors
California
$61.5K +$60.9K +2,716 New
FFA
169
Farther Finance Advisors
California
$50K -$7.33K -327 -13%
CAL
170
Capital Analysts LLC
Pennsylvania
$47K
TCM
171
TD Capital Management
Tennessee
$45.6K +$448 +20 +1%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$36.6K +$359 +16 +1%
S
173
SignatureFD
Georgia
$33.7K
RF
174
Robbins Farley
New Hampshire
$32.7K
NIC
175
Northwest Investment Counselors
Oregon
$31.5K +$31.2K +1,391 New