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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TB
251
Treynor Bancshares
Iowa
$263K +$119 +5 +0%
EFP
252
Envision Financial Planning
Tennessee
$261K -$255K -10,690 Closed
AM
253
Atwater Malick
Pennsylvania
$261K +$15K +630 +6%
WCP
254
Wick Capital Partners
Pennsylvania
$260K – – –
CHA
255
Cooper/Haims Advisors
New York
$255K – – –
RJT
256
Raymond James Trust
Florida
$253K -$6.12K -257 -2%
HFA
257
Highland Financial Advisors
New Jersey
$252K – – –
MFA
258
Mayflower Financial Advisors
Massachusetts
$241K +$241K +10,139 New
SC
259
Scotia Capital
Ontario, Canada
$240K – – –
Kovitz Investment Group Partners
260
Kovitz Investment Group Partners
Illinois
$240K – – –
PWM
261
Perigon Wealth Management
California
$239K -$29.3K -1,229 -11%
PIMG
262
Patriot Investment Management Group
Tennessee
$238K – – –
EWS
263
Evergreen Wealth Solutions
Pennsylvania
$233K +$233K +9,779 New
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$218K +$78.1K +3,279 +56%
WFA
265
Wells Financial Advisors
Massachusetts
$217K – – –
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$208K +$136K +5,723 +190%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$204K +$204K +8,568 New
PPP
268
Private Portfolio Partners
New Jersey
$202K – – –
DWA
269
Delap Wealth Advisory
Oregon
$202K -$202K -8,498 -50%
APP
270
Avantax Planning Partners
Iowa
$201K +$202K +8,464 New
SPWG
271
Syntegra Private Wealth Group
Missouri
$201K +$201K +8,446 New
HPC
272
HM Payson & Co
Maine
$199K +$66.6K +2,796 +50%
PWA
273
Provenance Wealth Advisors
Florida
$195K -$3.76K -158 -2%
HWM
274
Horizons Wealth Management
North Carolina
$183K – – –
HI
275
Harbour Investments
Wisconsin
$177K +$1.24K +52 +0.7%