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iShares iBonds Dec 2026 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
Bullock Wealth Management
Indiana
$730K +$122K +5,069 +20%
NA
252
Nestegg Advisors
New York
$723K -$599K -24,802 -45%
ATC
253
Adirondack Trust Company
New York
$722K +$88.8K +3,676 +14%
RSWA
254
Robinson Smith Wealth Advisors
Maine
$719K – – –
AAS
255
Avantax Advisory Services
Texas
$717K -$20.5K -847 -3%
Bank of New York Mellon
256
Bank of New York Mellon
New York
$712K -$59.4K -2,457 -8%
APP
257
Avantax Planning Partners
Iowa
$708K -$145 -6 -0%
RCA
258
Ranch Capital Advisors
Florida
$696K -$10.2K -421 -1%
KOMWMG
259
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$695K +$56.7K +2,348 +9%
SPWM
260
Straight Path Wealth Management
Michigan
$689K +$2.05K +85 +0.3%
MCA
261
Maryland Capital Advisors
Maryland
$671K +$118K +4,873 +21%
MOS
262
MGO One Seven
Ohio
$669K +$24.8K +1,028 +4%
BFS
263
BridgePort Financial Solutions
Iowa
$667K +$1.62K +67 +0.2%
IAIM
264
International Assets Investment Management
Florida
$659K – – –
PFA
265
Pure Financial Advisors
California
$658K +$656K +27,152 New
AGP
266
Autumn Glory Partners
Texas
$644K -$6.3K -261 -1%
DWT
267
Dorsey & Whitney Trust
South Dakota
$631K – – –
DSC
268
Duncker Streett & Co
Missouri
$614K – – –
AWAU
269
Alliance Wealth Advisors (Utah)
Utah
$603K – – –
AWM
270
Alterna Wealth Management
Texas
$600K -$1.18K -49 -0.2%
DWM
271
DecisionMap Wealth Management
Virginia
$597K +$146K +6,063 +33%
BC
272
Barrett & Company
Rhode Island
$593K +$990 +41 +0.2%
TSS
273
Two Sigma Securities
New York
$592K +$173K +7,154 +42%
CFMC
274
Curbstone Financial Management Corp
New Hampshire
$583K +$581K +24,050 New
Baird Financial Group
275
Baird Financial Group
Wisconsin
$582K -$12.6K -521 -2%