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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
251
Wealthspire Advisors (New York)
New York
$819K – – –
FAL
252
Focused Alpha LLC
Colorado
$817K +$818K +33,653 New
MOS
253
MGO One Seven
Ohio
$812K +$813K +33,456 New
RSEWM
254
River's Edge Wealth Management
Pennsylvania
$804K +$803K +33,052 New
BCM
255
Brookstone Capital Management
Illinois
$792K -$17K -698 -2%
NB
256
Northwest Bancshares
Pennsylvania
$773K -$2.02K -83 -0.3%
BONH
257
Bank of New Hampshire
New Hampshire
$767K – – –
WFMPM
258
Woodley Farra Manion Portfolio Management
Indiana
$751K +$121K +4,968 +19%
SFO
259
Stokes Family Office
Louisiana
$749K – – –
BFS
260
BridgePort Financial Solutions
Iowa
$746K -$36.7K -1,511 -5%
FFA
261
Farther Finance Advisors
California
$733K +$348K +14,310 +90%
DWM
262
DecisionMap Wealth Management
Virginia
$707K +$94.3K +3,882 +15%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$689K +$146K +6,025 +27%
FTUS
264
Flow Traders U.S.
New York
$685K +$686K +28,232 New
TFS
265
Thoroughbred Financial Services
Tennessee
$676K +$89.7K +3,691 +15%
SWG
266
Summit Wealth Group
Vermont
$674K +$675K +27,779 New
AGP
267
Autumn Glory Partners
Texas
$669K +$1.53K +63 +0.2%
KOMWMG
268
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$665K +$158K +6,511 +31%
PFA
269
Pure Financial Advisors
California
$659K +$659K +27,132 New
GC
270
Gilbert & Cook
Iowa
$645K +$646K +26,575 New
DWT
271
Dorsey & Whitney Trust
South Dakota
$631K – – –
AWP
272
Accretive Wealth Partners
New Jersey
$624K +$625K +25,707 New
PP
273
Prosperity Planning
Missouri
$616K – – –
TWC
274
TD Waterhouse Canada
Ontario, Canada
$615K +$51.8K +2,132 +9%
Baird Financial Group
275
Baird Financial Group
Wisconsin
$612K +$21.1K +870 +4%