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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
226
Jacobi Capital Management
Pennsylvania
$1.13M +$121K +4,980 +12%
4WM
227
4J Wealth Management
Virginia
$1.13M +$137K +5,656 +14%
WFMPM
228
Woodley Farra Manion Portfolio Management
Indiana
$1.09M +$345K +14,192 +46%
BSSFA
229
Baron Silver Stevens Financial Advisors
Florida
$1.08M -$45.2K -1,862 -4%
CA
230
CGN Advisors
Kansas
$1.05M -$294K -12,118 -22%
MFA
231
Mayflower Financial Advisors
Massachusetts
$1.03M – – –
DCM
232
Dudley Capital Management
Virginia
$1.02M +$194K +8,000 +23%
RBC
233
Romano Brothers & Co
Illinois
$997K +$116K +4,776 +13%
WP
234
Walleye Partners
Wisconsin
$966K -$83.3K -3,432 -8%
GCG
235
Gilbert Capital Group
Maine
$955K -$68K -2,802 -7%
TCRG
236
Twin Cities Retirement Group
Minnesota
$949K +$4.81K +198 +0.5%
TCCM
237
Timber Creek Capital Management
Massachusetts
$944K +$340 +14 +0%
OC
238
Oppenheimer & Co
New York
$928K +$45.2K +1,862 +5%
WCG
239
Weaver Consulting Group
California
$924K -$196K -8,079 -17%
DCU
240
Dara Capital US
Florida
$898K – – –
AWM
241
Alterna Wealth Management
Texas
$888K +$26.2K +1,081 +3%
PIMG
242
Patriot Investment Management Group
Tennessee
$886K – – –
SPIA
243
Steward Partners Investment Advisory
New York
$874K -$54.1K -2,229 -6%
FCH
244
Freestone Capital Holdings
Washington
$859K – – –
FIB
245
First Interstate Bank
Montana
$854K – – –
JBA
246
Johnson Bixby & Associates
Washington
$845K +$5.88K +242 +0.7%
FFA
247
Farther Finance Advisors
California
$839K +$110K +4,537 +15%
MOS
248
MGO One Seven
Ohio
$832K +$21K +867 +3%
HW
249
HORAN Wealth
Ohio
$829K – – –
FIA
250
Foundations Investment Advisors
Arizona
$828K +$586K +24,127 +240%
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