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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
276
Phillips Financial Management
Indiana
$148K +$89.6K +3,763 +152%
AA
277
Addison Advisors
Vermont
$137K +$5.59K +235 +4%
BWL
278
Bogart Wealth LLC
Virginia
$133K +$15K +629 +13%
OHWP
279
Oak Harbor Wealth Partners
North Carolina
$127K – – –
KHC
280
Koesten Hirschmann & Crabtree
Kansas
$123K – – –
PTC
281
Private Trust Company
Ohio
$120K +$94.3K +3,962 +361%
PA
282
PSI Advisors
Florida
$105K – – –
MCA
283
Maryland Capital Advisors
Maryland
$95.2K +$95.2K +3,999 New
GAA
284
Global Assets Advisory
Florida
$93.8K +$94.3K +3,961 New
KOCAA
285
Knights of Columbus Asset Advisors
Connecticut
$87K – – –
OAJ
286
Ogorek Anthony Joseph
New York
$85K +$25.4K +1,065 +42%
GWM
287
Geneos Wealth Management
Colorado
$80.9K – – –
CFO
288
CVA Family Office
Colorado
$75.1K +$75.1K +3,155 New
FHA
289
First Horizon Advisors
Tennessee
$70.6K – – –
BWM
290
Bullock Wealth Management
Indiana
$69.7K +$69.9K +2,937 New
Barclays
291
Barclays
United Kingdom
$65K +$65.1K +2,733 New
S
292
Sachetta
Massachusetts
$64.6K – – –
BCWM
293
Bartlett & Co Wealth Management
Ohio
$59.5K – – –
PB
294
Pinnacle Bancorp
Nebraska
$50.8K -$175K -7,335 -77%
TC
295
Trust Company
Kansas
$49.9K +$49.9K +2,096 New
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$47.6K +$47.9K +2,010 New
BF
297
BOK Financial
Oklahoma
$41.4K – – –
NP
298
NorthRock Partners
Minnesota
$37.1K +$37.1K +1,560 New
National Bank of Canada
299
National Bank of Canada
Quebec, Canada
$36.5K +$36.8K +1,544 New
SC
300
Stephens Consulting
Michigan
$34.1K +$238 +10 +0.7%