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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
251
FullCircle Wealth
Texas
$276K +$273K +11,563 New
EWS
252
Evergreen Wealth Solutions
Pennsylvania
$271K +$39.2K +1,657 +17%
CWS
253
Cypress Wealth Services
California
$268K – – –
ACA
254
Anchor Capital Advisors
Massachusetts
$266K – – –
EFP
255
Envision Financial Planning
Tennessee
$262K – – –
AM
256
Atwater Malick
Pennsylvania
$260K – – –
CHA
257
Cooper/Haims Advisors
New York
$255K – – –
HFA
258
Highland Financial Advisors
New Jersey
$252K – – –
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$245K +$37.6K +1,589 +18%
MFA
260
Mayflower Financial Advisors
Massachusetts
$241K – – –
SC
261
Scotia Capital
Ontario, Canada
$240K – – –
Kovitz Investment Group Partners
262
Kovitz Investment Group Partners
Illinois
$239K – – –
PIMG
263
Patriot Investment Management Group
Tennessee
$237K – – –
MC
264
Moors & Cabot
Massachusetts
$229K – – –
GCA
265
Gradient Capital Advisors
California
$227K +$226K +9,546 New
WFA
266
Wells Financial Advisors
Massachusetts
$216K – – –
APP
267
Avantax Planning Partners
Iowa
$214K +$12.6K +534 +6%
AA
268
Addison Advisors
Vermont
$213K +$76.1K +3,220 +56%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$209K +$5.16K +218 +3%
DADC
270
D.A. Davidson & Co
Montana
$206K -$160K -6,745 -44%
GSB
271
Greenfield Savings Bank
Massachusetts
$206K +$205K +8,686 New
CIAS
272
CFS Investment Advisory Services
New Jersey
$203K -$153K -6,461 -43%
PPP
273
Private Portfolio Partners
New Jersey
$202K – – –
SPWG
274
Syntegra Private Wealth Group
Missouri
$200K – – –
HI
275
Harbour Investments
Wisconsin
$198K +$21.4K +906 +12%