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iShares iBonds Dec 2027 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPT
201
National Philanthropic Trust
Pennsylvania
$498K – – –
RMAM
202
Raab & Moskowitz Asset Management
New Jersey
$498K -$42.5K -1,898 -8%
ASN
203
Advisory Services Network
Georgia
$497K +$93.2K +4,162 +23%
BFP
204
Beacon Financial Planning
Massachusetts
$495K +$2.84K +127 +0.6%
AWE
205
Avidian Wealth Enterprises
Texas
$494K +$35K +1,563 +8%
AQR Capital Management
206
AQR Capital Management
Connecticut
$493K – – –
GC
207
Gilbert & Cook
Iowa
$493K – – –
DAS
208
Daybright Advisory Services
Florida
$472K +$5.82K +260 +1%
JCM
209
Jacobi Capital Management
Pennsylvania
$449K +$2.87K +128 +0.6%
BMCM
210
Black Maple Capital Management
Wisconsin
$447K – – –
WP
211
Walleye Partners
Wisconsin
$443K +$4.14K +185 +0.9%
CFA
212
Churchill Financial Advisors
Kentucky
$440K +$3K +134 +0.7%
FIA
213
Foundations Investment Advisors
Arizona
$438K +$11.9K +531 +3%
VWA
214
Visionary Wealth Advisors
Illinois
$428K +$86.9K +3,883 +25%
FNBOO
215
First National Bank of Omaha
Nebraska
$418K – – –
PCIA
216
Prime Capital Investment Advisors
Kansas
$394K +$27.7K +1,236 +8%
CIAS
217
CFS Investment Advisory Services
New Jersey
$382K -$2.42K -108 -0.6%
NA
218
Nottingham Advisors
New York
$380K – – –
OIA
219
OneDigital Investment Advisors
Kansas
$369K -$22.6K -1,008 -6%
BSG
220
Black Swift Group
Colorado
$369K +$2.24K +100 +0.6%
KIM
221
Kestra Investment Management
Texas
$368K +$16.1K +718 +5%
SAM
222
Smithbridge Asset Management
Pennsylvania
$367K – – –
HNW
223
High Note Wealth
Minnesota
$363K – – –
AGP
224
Autumn Glory Partners
Texas
$362K +$61.1K +2,728 +20%
DWM
225
DecisionMap Wealth Management
Virginia
$360K +$96.5K +4,312 +37%