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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Alterna Wealth Management
Texas
$324K +$322K +14,457 New
PA
177
PSI Advisors
Florida
$315K +$252K +11,300 +412%
KAS
178
KPP Advisory Services
Kentucky
$309K
HI
179
Harbour Investments
Wisconsin
$309K +$282K +12,643 +1,124%
CAM
180
Costello Asset Management
Pennsylvania
$305K -$6.73K -302 -2%
PFM
181
Phillips Financial Management
Indiana
$304K +$14.5K +651 +5%
KWM
182
KFG Wealth Management
Indiana
$296K +$55.9K +2,508 +23%
PS
183
Principal Securities
Iowa
$294K
MA
184
MONECO Advisors
Connecticut
$290K +$288K +12,942 New
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$290K +$79K +3,548 +38%
MA
186
Montag & Associates
Georgia
$288K +$26.1K +1,174 +10%
GSB
187
Greenfield Savings Bank
Massachusetts
$285K -$3.03K -136 -1%
AGP
188
Autumn Glory Partners
Texas
$284K
WT
189
Washington Trust
Rhode Island
$276K -$95.8K -4,300 -26%
MCM
190
Mattern Capital Management
Colorado
$270K +$1.76K +79 +0.7%
MWM
191
Mascoma Wealth Management
New Hampshire
$257K
RCA
192
Resonant Capital Advisors
Wisconsin
$257K -$47.1K -2,117 -16%
PCA
193
Prosperity Capital Advisors
Ohio
$257K -$8.64K -388 -3%
Mariner
194
Mariner
Kansas
$255K +$254K +11,390 New
HFA
195
Highland Financial Advisors
New Jersey
$253K
TC
196
Trust Company
Kansas
$253K
Comerica Bank
197
Comerica Bank
Texas
$252K +$186K +8,338 +287%
IAA
198
Independent Advisor Alliance
North Carolina
$243K -$2.61M -117,323 -92%
HBT
199
Hills Bank & Trust
Iowa
$241K +$18.7K +841 +8%
OPTFSNA
200
Old Point Trust & Financial Services N A
Virginia
$237K +$72.4K +3,250 +45%