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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$785K +$123K +5,086 +19%
BFS
227
BridgePort Financial Solutions
Iowa
$779K +$3.76K +156 +0.5%
PFM
228
Phillips Financial Management
Indiana
$776K
JBA
229
Johnson Bixby & Associates
Washington
$775K +$53.9K +2,235 +8%
Bank of New York Mellon
230
Bank of New York Mellon
New York
$764K -$59.5K -2,467 -7%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$762K +$145 +6 +0%
BONH
232
Bank of New Hampshire
New Hampshire
$761K +$3.98K +165 +0.5%
SFO
233
Stokes Family Office
Louisiana
$749K -$60.3K -2,500 -7%
MML Investors Services
234
MML Investors Services
Massachusetts
$734K -$727K -30,140 -50%
CSIA
235
Conrad Siegel Investment Advisors
Pennsylvania
$725K -$667K -27,637 -48%
OMC
236
Old Mission Capital
Illinois
$687K +$683K +28,321 New
MFWP
237
Mosaic Family Wealth Partners
Missouri
$685K +$98K +4,060 +17%
SRC
238
Shufro Rose & Co
New York
$675K -$218K -9,023 -24%
NB
239
Northwest Bancshares
Pennsylvania
$648K +$40.1K +1,662 +7%
AGP
240
Autumn Glory Partners
Texas
$644K -$6.27K -260 -1%
DWT
241
Dorsey & Whitney Trust
South Dakota
$631K
RSWA
242
Robinson Smith Wealth Advisors
Maine
$621K
WANY
243
Wealthspire Advisors (New York)
New York
$619K
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$605K +$135K +5,598 +29%
AWAU
245
Alliance Wealth Advisors (Utah)
Utah
$605K
Baird Financial Group
246
Baird Financial Group
Wisconsin
$605K -$25.3K -1,047 -4%
DSC
247
Duncker Streett & Co
Missouri
$604K
MOS
248
MGO One Seven
Ohio
$585K +$33.9K +1,406 +6%
TFS
249
Thoroughbred Financial Services
Tennessee
$585K +$10.1K +420 +2%
MIH
250
Meitav Investment House
Israel
$585K -$468K -19,408 -45%