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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
251
Accretive Wealth Partners
New Jersey
$827K +$205K +8,430 +33%
FAL
252
Focused Alpha LLC
Colorado
$827K +$11.3K +467 +1%
RSEWM
253
River's Edge Wealth Management
Pennsylvania
$825K +$23.6K +972 +3%
FNBTCON
254
First National Bank & Trust Co of Newtown
Pennsylvania
$824K – – –
WANY
255
Wealthspire Advisors (New York)
New York
$818K – – –
KOMWMG
256
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$812K +$148K +6,096 +22%
DSC
257
Duncker Streett & Co
Missouri
$803K +$235K +9,680 +41%
BCM
258
Brookstone Capital Management
Illinois
$782K -$8.42K -347 -1%
BONH
259
Bank of New Hampshire
New Hampshire
$782K +$17K +700 +2%
CPW
260
Cove Private Wealth
New York
$776K +$777K +32,000 New
AWM
261
Aprio Wealth Management
Georgia
$767K +$768K +31,643 New
NB
262
Northwest Bancshares
Pennsylvania
$766K -$5.1K -210 -0.7%
MIFH
263
Migdal Insurance & Financial Holdings
Israel
$761K -$191K -7,888 -20%
AWA
264
Arkadios Wealth Advisors
Georgia
$757K +$758K +31,214 New
SFO
265
Stokes Family Office
Louisiana
$748K – – –
Baird Financial Group
266
Baird Financial Group
Wisconsin
$736K +$124K +5,118 +20%
T
267
Tableaux
Massachusetts
$735K +$249K +10,271 +51%
DWM
268
DecisionMap Wealth Management
Virginia
$723K +$16.8K +692 +2%
WWM
269
Walser Wealth Management
Florida
$719K +$720K +29,655 New
ASN
270
Advisory Services Network
Georgia
$716K -$133K -5,462 -16%
AWMG
271
ADG Wealth Management Group
Louisiana
$711K +$136K +5,600 +24%
PFA
272
Pure Financial Advisors
California
$702K +$44K +1,814 +7%
TFS
273
Thoroughbred Financial Services
Tennessee
$696K +$20.2K +833 +3%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$687K – – –
SWG
275
Summit Wealth Group
Vermont
$673K – – –