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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$260K +$254K +10,868 New
JBA
227
Johnson Bixby & Associates
Washington
$259K +$3.31K +142 +1%
CHA
228
Cooper/Haims Advisors
New York
$257K
EFP
229
Envision Financial Planning
Tennessee
$256K -$8.08M -346,116 -97%
EWM
230
Executive Wealth Management
Michigan
$255K +$249K +10,658 New
HFA
231
Highland Financial Advisors
New Jersey
$254K +$248K +10,606 New
AM
232
Atwater Malick
Pennsylvania
$247K +$37.1K +1,590 +18%
SC
233
Scotia Capital
Ontario, Canada
$242K +$236K +10,100 New
Kovitz Investment Group Partners
234
Kovitz Investment Group Partners
Illinois
$241K +$235K +10,087 New
PIMG
235
Patriot Investment Management Group
Tennessee
$239K +$233K +9,980 New
Bank of New York Mellon
236
Bank of New York Mellon
New York
$237K -$4.25M -181,957 -95%
PB
237
Pinnacle Bancorp
Nebraska
$227K
BWM
238
BCS Wealth Management
Tennessee
$220K +$215K +9,208 New
WFA
239
Wells Financial Advisors
Massachusetts
$218K +$78.2K +3,350 +58%
ATC
240
Adirondack Trust Company
New York
$214K +$211K +9,030 New
VA
241
Valmark Advisers
Ohio
$210K
PPP
242
Private Portfolio Partners
New Jersey
$203K +$198K +8,500 New
SPWG
243
Syntegra Private Wealth Group
Missouri
$202K
PWA
244
Provenance Wealth Advisors
Florida
$200K +$50.8K +2,177 +35%
HWM
245
Horizons Wealth Management
North Carolina
$183K +$20.6K +883 +13%
HI
246
Harbour Investments
Wisconsin
$177K +$2.29K +98 +1%
JHCP
247
Jackson Hole Capital Partners
Oklahoma
$157K +$153K +6,557 New
VNA
248
Valley National Advisers
Pennsylvania
$152K
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$141K +$75.5K +3,237 +122%
HPC
250
HM Payson & Co
Maine
$133K +$130K +5,574 New