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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
251
Dearborn Partners
Illinois
$581K +$35.3K +1,463 +7%
DWM
252
DecisionMap Wealth Management
Virginia
$568K +$147K +6,082 +35%
RWM
253
Ritholtz Wealth Management
New York
$564K -$31.4K -1,302 -5%
TWC
254
TD Waterhouse Canada
Ontario, Canada
$564K +$61.6K +2,553 +12%
PIMG
255
Patriot Investment Management Group
Tennessee
$548K +$25K +1,035 +5%
MCM
256
Mattern Capital Management
Colorado
$547K +$3.09K +128 +0.6%
Neuberger Berman Group
257
Neuberger Berman Group
New York
$542K +$43.4K +1,800 +9%
WFMPM
258
Woodley Farra Manion Portfolio Management
Indiana
$538K +$173K +7,159 +48%
1WM
259
1900 Wealth Management
Texas
$527K +$5.72K +237 +1%
WAS
260
Wealth Advisory Solutions
Indiana
$523K +$14K +582 +3%
PP
261
Prosperity Planning
Missouri
$516K
KOMWMG
262
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$501K +$120K +4,970 +32%
T
263
Tableaux
Massachusetts
$499K +$109K +4,523 +28%
LF
264
Lee Financial
Texas
$472K
MF
265
Montis Financial
Massachusetts
$471K -$58K -2,402 -11%
SPIA
266
Steward Partners Investment Advisory
New York
$465K +$81.8K +3,389 +21%
AAS
267
Avantax Advisory Services
Texas
$460K +$36.9K +1,529 +9%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$457K +$127K +5,260 +39%
AA
269
Ancora Advisors
Ohio
$456K +$72 +3 +0%
SPWM
270
Straight Path Wealth Management
Michigan
$442K +$410 +17 +0.1%
BAM
271
Belpointe Asset Management
Nevada
$441K +$186K +7,712 +74%
SWP
272
Summit Wealth Partners
Florida
$424K
HC
273
Hurley Capital
New York
$412K +$84.5K +3,504 +26%
NDSI
274
Newman Dignan & Sheerar Inc
Rhode Island
$396K -$26.2K -1,086 -6%
PJSIMP
275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$394K