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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
251
MTM Investment Management
South Carolina
$519K +$518K +21,545 New
1WM
252
1900 Wealth Management
Texas
$519K +$3.75K +156 +0.7%
WAS
253
Wealth Advisory Solutions
Indiana
$507K +$504K +20,976 New
TWC
254
TD Waterhouse Canada
Ontario, Canada
$502K +$423K +17,589 +548%
PP
255
Prosperity Planning
Missouri
$501K
Neuberger Berman Group
256
Neuberger Berman Group
New York
$496K
BWM
257
BCS Wealth Management
Tennessee
$475K
LF
258
Lee Financial
Texas
$470K +$467K +19,430 New
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$468K +$45.2K +1,880 +11%
AA
260
Ancora Advisors
Ohio
$454K +$48 +2 +0%
SPWM
261
Straight Path Wealth Management
Michigan
$440K -$65.1K -2,706 -13%
EWS
262
Evergreen Wealth Solutions
Pennsylvania
$434K +$120K +5,000 +39%
FFA
263
Farther Finance Advisors
California
$431K +$294K +12,237 +218%
SWP
264
Summit Wealth Partners
Florida
$422K -$5.08K -211 -1%
AAS
265
Avantax Advisory Services
Texas
$422K +$204K +8,498 +95%
NDSI
266
Newman Dignan & Sheerar Inc
Rhode Island
$420K +$40.4K +1,678 +11%
DWM
267
DecisionMap Wealth Management
Virginia
$418K +$118K +4,914 +40%
MA
268
Mutual Advisors
Nebraska
$403K -$5K -208 -1%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$394K -$850K -35,325 -68%
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K
EAM
271
Empirical Asset Management
Massachusetts
$390K
T
272
Tableaux
Massachusetts
$388K +$386K +16,056 New
SG
273
StoneX Group
New York
$386K +$129K +5,367 +51%
RBC
274
Roble Belko & Company
Pennsylvania
$384K
SPIA
275
Steward Partners Investment Advisory
New York
$381K +$30.2K +1,254 +9%