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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Washington Trust
Rhode Island
$368K
FWM
152
Focused Wealth Management
New York
$368K +$59.4K +2,667 +19%
CCM
153
Coldstream Capital Management
Washington
$367K
JCM
154
Jacobi Capital Management
Pennsylvania
$354K +$89.3K +4,006 +34%
AC
155
Apella Capital
Connecticut
$354K +$4.72K +212 +1%
MML Investors Services
156
MML Investors Services
Massachusetts
$353K +$4.08K +183 +1%
KPWS
157
Kestra Private Wealth Services
Texas
$350K +$85.7K +3,847 +32%
SAI
158
Savvy Advisors Inc
New York
$347K +$349K +15,647 New
TWM
159
Trinity Wealth Management
Pennsylvania
$330K +$85.2K +3,825 +35%
CIAS
160
CFS Investment Advisory Services
New Jersey
$311K
CAM
161
Costello Asset Management
Pennsylvania
$309K +$163K +7,292 +110%
NG
162
Novem Group
New York
$307K +$309K +13,853 New
KAS
163
KPP Advisory Services
Kentucky
$306K +$22.3K +1,000 +8%
RCA
164
Resonant Capital Advisors
Wisconsin
$302K -$14.6K -654 -5%
PS
165
Principal Securities
Iowa
$294K +$1.87K +84 +0.6%
GRP
166
Global Retirement Partners
California
$287K +$2.96K +133 +1%
PFM
167
Phillips Financial Management
Indiana
$286K +$287K +12,896 New
GSB
168
Greenfield Savings Bank
Massachusetts
$285K +$286K +12,848 New
AGP
169
Autumn Glory Partners
Texas
$281K -$7.04K -316 -2%
MCM
170
Mattern Capital Management
Colorado
$265K +$10.9K +490 +4%
PCA
171
Prosperity Capital Advisors
Ohio
$264K -$2.99K -134 -1%
WFMPM
172
Woodley Farra Manion Portfolio Management
Indiana
$261K +$262K +11,741 New
MA
173
Montag & Associates
Georgia
$260K +$261K +11,691 New
EIA
174
Eldridge Investment Advisors
New Hampshire
$255K +$256K +11,479 New
MWM
175
Mascoma Wealth Management
New Hampshire
$255K