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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$497K +$93.2K +4,162 +23%
BFP
202
Beacon Financial Planning
Massachusetts
$495K +$2.84K +127 +0.6%
AWE
203
Avidian Wealth Enterprises
Texas
$494K +$35K +1,563 +8%
AQR Capital Management
204
AQR Capital Management
Connecticut
$493K
GC
205
Gilbert & Cook
Iowa
$493K
DAS
206
Daybright Advisory Services
Florida
$472K +$5.82K +260 +1%
JCM
207
Jacobi Capital Management
Pennsylvania
$449K +$2.87K +128 +0.6%
BMCM
208
Black Maple Capital Management
Wisconsin
$447K
WP
209
Walleye Partners
Wisconsin
$443K +$4.14K +185 +0.9%
CFA
210
Churchill Financial Advisors
Kentucky
$440K +$3K +134 +0.7%
FIA
211
Foundations Investment Advisors
Arizona
$438K +$11.9K +531 +3%
VWA
212
Visionary Wealth Advisors
Illinois
$428K +$86.9K +3,883 +25%
FNBOO
213
First National Bank of Omaha
Nebraska
$418K
PCIA
214
Prime Capital Investment Advisors
Kansas
$394K +$27.7K +1,236 +8%
CIAS
215
CFS Investment Advisory Services
New Jersey
$382K -$2.42K -108 -0.6%
NA
216
Nottingham Advisors
New York
$380K
OIA
217
OneDigital Investment Advisors
Kansas
$369K -$22.6K -1,008 -6%
BSG
218
Black Swift Group
Colorado
$369K +$2.24K +100 +0.6%
KIM
219
Kestra Investment Management
Texas
$368K +$16.1K +718 +5%
SAM
220
Smithbridge Asset Management
Pennsylvania
$367K
HNW
221
High Note Wealth
Minnesota
$363K
AGP
222
Autumn Glory Partners
Texas
$362K +$61.1K +2,728 +20%
DWM
223
DecisionMap Wealth Management
Virginia
$360K +$96.5K +4,312 +37%
SAG
224
SageView Advisory Group
California
$355K +$117K +5,231 +49%
OCG
225
Opus Capital Group
Ohio
$353K