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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
276
Evergreen Wealth Solutions
Pennsylvania
$310K +$35.3K +1,466 +13%
NA
277
Nestegg Advisors
New York
$303K +$303K +12,589 New
DWM
278
DecisionMap Wealth Management
Virginia
$297K +$298K +12,393 New
PS
279
Principal Securities
Iowa
$289K +$722 +30 +0.2%
MWP
280
Meredith Wealth Planning
Illinois
$287K +$4.24K +176 +1%
GCA
281
Gradient Capital Advisors
California
$275K +$4.98K +207 +2%
KFAA
282
Klaas Financial Asset Advisors
Illinois
$273K +$274K +11,379 New
MC
283
Moors & Cabot
Massachusetts
$267K – – –
FW
284
FullCircle Wealth
Texas
$267K -$10.8K -448 -4%
AM
285
Atwater Malick
Pennsylvania
$262K – – –
MA
286
MKT Advisors
California
$259K -$42.1K -1,747 -14%
CHA
287
Cooper/Haims Advisors
New York
$257K – – –
CFG
288
Cornerstone Financial Group
Nebraska
$255K +$256K +10,652 New
HFA
289
Highland Financial Advisors
New Jersey
$254K – – –
SG
290
StoneX Group
New York
$254K +$255K +10,596 New
BAM
291
Belpointe Asset Management
Nevada
$250K +$249K +10,342 New
SC
292
Scotia Capital
Ontario, Canada
$242K – – –
KPWS
293
Kestra Private Wealth Services
Texas
$238K +$19.4K +807 +9%
BWM
294
Bullock Wealth Management
Indiana
$230K +$122K +5,050 +111%
APP
295
Avantax Planning Partners
Iowa
$228K +$10.1K +418 +5%
YWM
296
Yoder Wealth Management
California
$228K -$224K -9,300 -49%
PHIC
297
Pine Haven Investment Counsel
Massachusetts
$223K +$224K +9,300 New
GSB
298
Greenfield Savings Bank
Massachusetts
$221K +$23.8K +987 +12%
MAG
299
M3 Advisory Group
Massachusetts
$219K – – –
AAS
300
Avantax Advisory Services
Texas
$214K +$5.27K +219 +3%
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