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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$368K -$531K -22,292 -59%
OMIC
227
Old Mission Investment Co
Michigan
$367K – – –
DSC
228
Duncker Streett & Co
Missouri
$363K – – –
MA
229
MKT Advisors
California
$362K +$2.19K +92 +0.6%
CIAS
230
CFS Investment Advisory Services
New Jersey
$357K -$45.8K -1,924 -11%
VFIC
231
Valley Forge Investment Consultants
Pennsylvania
$356K +$357K +14,974 New
Renaissance Technologies
232
Renaissance Technologies
New York
$354K +$35.6K +1,494 +11%
JBA
233
Johnson Bixby & Associates
Washington
$347K +$89.5K +3,760 +35%
FFA
234
Farther Finance Advisors
California
$341K +$343K +14,403 New
Bank of New York Mellon
235
Bank of New York Mellon
New York
$339K +$103K +4,333 +44%
WJA
236
Willis Johnson & Associates
Texas
$334K – – –
USWIA
237
UP Strategic Wealth Investment Advisors
Pennsylvania
$334K – – –
SPWM
238
Straight Path Wealth Management
Michigan
$325K +$333 +14 +0.1%
RBC
239
Roble Belko & Company
Pennsylvania
$325K – – –
MOS
240
MGO One Seven
Ohio
$304K +$43.6K +1,830 +17%
AWM
241
Avior Wealth Management
Nebraska
$299K – – –
BSG
242
Black Swift Group
Colorado
$299K -$287K -12,070 -49%
NDSI
243
Newman Dignan & Sheerar Inc
Rhode Island
$289K -$7.69K -323 -3%
PS
244
Principal Securities
Iowa
$281K +$20.1K +844 +8%
ATC
245
Adirondack Trust Company
New York
$277K +$62.1K +2,607 +29%
MWP
246
Meredith Wealth Planning
Illinois
$275K +$1.95K +82 +0.7%
GWCM
247
Godshalk Welsh Capital Management
Pennsylvania
$274K +$274K +11,500 New
CWS
248
Cypress Wealth Services
California
$269K – – –
ACA
249
Anchor Capital Advisors
Massachusetts
$267K – – –
JIR
250
James Investment Research
Ohio
$264K +$264K +11,100 New