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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$624K +$28.4K +1,172 +5%
PP
277
Prosperity Planning
Missouri
$599K
TPI
278
Trust Point Inc
Wisconsin
$597K +$365K +15,068 +157%
BONH
279
Bank of New Hampshire
New Hampshire
$595K -$187K -7,720 -24%
HC
280
Hurley Capital
New York
$593K +$17.9K +741 +3%
WP
281
Walleye Partners
Wisconsin
$590K -$375K -15,489 -39%
SWP
282
Summit Wealth Partners
Florida
$586K
FNBTCON
283
First National Bank & Trust Co of Newtown
Pennsylvania
$574K -$249K -10,300 -30%
HF
284
HRT Financial
New York
$572K +$572K +23,624 New
GC
285
Gilbert & Cook
Iowa
$569K
SWM
286
Spire Wealth Management
Virginia
$564K +$12.1K +500 +2%
AT
287
American Trust
Kentucky
$546K
RSWA
288
Robinson Smith Wealth Advisors
Maine
$544K -$40.2K -1,660 -7%
PWA
289
Provenance Wealth Advisors
Florida
$533K
DWT
290
Dorsey & Whitney Trust
South Dakota
$533K -$96.8K -4,000 -15%
BAM
291
Belpointe Asset Management
Nevada
$521K -$23.4K -967 -4%
MML Investors Services
292
MML Investors Services
Massachusetts
$517K +$59.4K +2,453 +13%
IP
293
Indivisible Partners
Florida
$498K +$497K +20,552 New
WA
294
Waverly Advisors
Alabama
$493K +$106K +4,364 +27%
SWASL
295
Spartan Wealth Advisory Services LLC
Michigan
$485K -$40.7K -1,683 -8%
FCH
296
Freestone Capital Holdings
Washington
$484K
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$477K -$732K -30,243 -61%
AA
298
Ancora Advisors
Ohio
$475K +$48 +2 +0%
LF
299
Lee Financial
Texas
$471K
SEEDPG
300
S.E.E.D. Planning Group
New York
$452K +$452K +18,676 New