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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
201
CFS Investment Advisory Services
New Jersey
$387K +$4.25K +189 +1%
ASN
202
Advisory Services Network
Georgia
$378K +$268K +11,927 +243%
BSG
203
Black Swift Group
Colorado
$363K -$15.2K -675 -4%
PAG
204
Private Advisor Group
New Jersey
$362K -$15.5K -690 -4%
AWM
205
Alterna Wealth Management
Texas
$359K +$6.39K +284 +2%
OCG
206
Opus Capital Group
Ohio
$355K +$30K +1,332 +9%
PCIA
207
Prime Capital Investment Advisors
Kansas
$355K +$89.7K +3,987 +34%
OPTFSNA
208
Old Point Trust & Financial Services N A
Virginia
$350K +$66.6K +2,960 +23%
KIM
209
Kestra Investment Management
Texas
$349K +$67 +3 +0%
BWM
210
BCS Wealth Management
Tennessee
$345K +$346K +15,374 New
CBT
211
Crews Bank & Trust
Florida
$345K -$28.9K -1,285 -8%
SFB
212
STAR Financial Bank
Indiana
$344K -$13.4K -596 -4%
VWA
213
Visionary Wealth Advisors
Illinois
$343K -$3.26K -145 -0.9%
TWM
214
Trinity Wealth Management
Pennsylvania
$340K +$1.89K +84 +0.6%
YWM
215
Yoder Wealth Management
California
$328K – – –
RMAM
216
Raab & Moskowitz Asset Management
New Jersey
$320K +$113K +5,041 +55%
LWM
217
Liberty Wealth Management
California
$316K +$3.44K +153 +1%
KAS
218
KPP Advisory Services
Kentucky
$305K – – –
AGP
219
Autumn Glory Partners
Texas
$302K +$1.3K +58 +0.4%
HNW
220
High Note Wealth
Minnesota
$299K +$221K +9,835 +282%
MA
221
MONECO Advisors
Connecticut
$291K – – –
VIM
222
Vista Investment Management
Pennsylvania
$286K +$287K +12,747 New
LFAS
223
Level Four Advisory Services
Texas
$286K +$287K +12,744 New
ACM
224
Alamar Capital Management
California
$285K +$286K +12,700 New
PP
225
Prosperity Planning
Missouri
$279K – – –
7 8
9
10 11