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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
226
Cypress Point Wealth Management
Texas
$852K
ASN
227
Advisory Services Network
Georgia
$841K +$51.1K +2,109 +7%
OC
228
Oppenheimer & Co
New York
$839K +$17.3K +714 +2%
JBA
229
Johnson Bixby & Associates
Washington
$831K +$53.4K +2,204 +7%
FFP
230
FourThought Financial Partners
Florida
$830K +$612K +25,247 +285%
FNBTCON
231
First National Bank & Trust Co of Newtown
Pennsylvania
$828K
WANY
232
Wealthspire Advisors (New York)
New York
$821K +$200K +8,254 +32%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$821K -$803K -33,111 -50%
BCM
234
Brookstone Capital Management
Illinois
$811K -$35.6K -1,470 -4%
PWA
235
Provenance Wealth Advisors
Florida
$802K -$26.4K -1,089 -3%
BFS
236
BridgePort Financial Solutions
Iowa
$785K +$3.76K +155 +0.5%
NB
237
Northwest Bancshares
Pennsylvania
$777K +$127K +5,220 +20%
BONH
238
Bank of New Hampshire
New Hampshire
$769K +$4.85K +200 +0.6%
SFO
239
Stokes Family Office
Louisiana
$751K
CSIA
240
Conrad Siegel Investment Advisors
Pennsylvania
$735K +$7.35K +303 +1%
TC
241
TFR Capital
Texas
$709K +$320K +13,208 +83%
PIMG
242
Patriot Investment Management Group
Tennessee
$690K +$140K +5,780 +26%
AGP
243
Autumn Glory Partners
Texas
$669K +$23.1K +954 +4%
DWT
244
Dorsey & Whitney Trust
South Dakota
$633K
WFMPM
245
Woodley Farra Manion Portfolio Management
Indiana
$631K +$91.5K +3,774 +17%
DP
246
Dearborn Partners
Illinois
$617K +$34.3K +1,413 +6%
DWM
247
DecisionMap Wealth Management
Virginia
$614K +$44.7K +1,845 +8%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$593K -$13.4K -553 -2%
TFS
249
Thoroughbred Financial Services
Tennessee
$588K +$1.63K +67 +0.3%
RSWA
250
Robinson Smith Wealth Advisors
Maine
$587K -$35.2K -1,450 -6%