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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
Jacobi Capital Management
Pennsylvania
$1.01M -$2.03M -83,495 -67%
4WM
227
4J Wealth Management
Virginia
$995K -$111K -4,557 -10%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$972K +$396K +16,297 +69%
Bank of New York Mellon
229
Bank of New York Mellon
New York
$961K +$84.8K +3,492 +10%
MIFH
230
Migdal Insurance & Financial Holdings
Israel
$954K +$102K +4,205 +12%
TCRG
231
Twin Cities Retirement Group
Minnesota
$946K +$946K +38,953 New
TCCM
232
Timber Creek Capital Management
Massachusetts
$945K +$57.3K +2,360 +6%
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$944K +$48.5K +1,997 +5%
SPIA
234
Steward Partners Investment Advisory
New York
$930K +$431K +17,734 +86%
HF
235
HRT Financial
New York
$929K +$618K +25,453 +198%
DCU
236
Dara Capital US
Florida
$900K +$900K +37,063 New
1L
237
10Elms LLP
Oklahoma
$888K -$2.67K -110 -0.3%
PIMG
238
Patriot Investment Management Group
Tennessee
$888K +$199K +8,199 +29%
OC
239
Oppenheimer & Co
New York
$885K +$47.6K +1,958 +6%
RBC
240
Romano Brothers & Co
Illinois
$883K +$451K +18,575 +104%
AWM
241
Alterna Wealth Management
Texas
$864K -$28.1K -1,157 -3%
FIB
242
First Interstate Bank
Montana
$855K
CPWM
243
Cypress Point Wealth Management
Texas
$850K
ASN
244
Advisory Services Network
Georgia
$849K +$10.6K +438 +1%
AWAU
245
Alliance Wealth Advisors (Utah)
Utah
$842K -$196K -8,086 -19%
JBA
246
Johnson Bixby & Associates
Washington
$840K +$11.8K +486 +1%
DCM
247
Dudley Capital Management
Virginia
$830K +$361K +14,850 +77%
HW
248
HORAN Wealth
Ohio
$829K -$146K -5,997 -15%
FNBTCON
249
First National Bank & Trust Co of Newtown
Pennsylvania
$825K
WANY
250
Wealthspire Advisors (New York)
New York
$819K