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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCP
251
Wick Capital Partners
Pennsylvania
$285K – – –
LIA
252
LBMC Investment Advisors
Tennessee
$283K +$280K +11,630 New
EWS
253
Evergreen Wealth Solutions
Pennsylvania
$280K +$1.35K +56 +0.5%
TWA
254
Talisman Wealth Advisors
New Jersey
$279K +$276K +11,433 New
FW
255
FullCircle Wealth
Texas
$279K – – –
SAM
256
Summit Asset Management
Tennessee
$278K +$275K +11,415 New
ASN
257
Advisory Services Network
Georgia
$278K – – –
CWS
258
Cypress Wealth Services
California
$276K – – –
GCA
259
Gradient Capital Advisors
California
$275K +$41.8K +1,733 +18%
ACA
260
Anchor Capital Advisors
Massachusetts
$274K – – –
PIMG
261
Patriot Investment Management Group
Tennessee
$268K +$24.7K +1,025 +10%
AM
262
Atwater Malick
Pennsylvania
$267K – – –
CHA
263
Cooper/Haims Advisors
New York
$261K – – –
HF
264
HRT Financial
New York
$261K +$258K +10,725 New
HFA
265
Highland Financial Advisors
New Jersey
$258K – – –
SC
266
Scotia Capital
Ontario, Canada
$246K – – –
MIFH
267
Migdal Insurance & Financial Holdings
Israel
$244K -$7.54K -313 -3%
MC
268
Moors & Cabot
Massachusetts
$240K – – –
MFWP
269
Mosaic Family Wealth Partners
Missouri
$226K +$224K +9,286 New
MAG
270
M3 Advisory Group
Massachusetts
$223K +$221K +9,150 New
KPWS
271
Kestra Private Wealth Services
Texas
$222K +$220K +9,124 New
APP
272
Avantax Planning Partners
Iowa
$222K +$2.7K +112 +1%
AA
273
Addison Advisors
Vermont
$218K – – –
Jones Financial Companies
274
Jones Financial Companies
Missouri
$213K +$187K +7,762 +797%
AAS
275
Avantax Advisory Services
Texas
$213K +$210K +8,721 New