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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
276
Straight Path Wealth Management
Michigan
$457K +$13.4K +553 +3%
OMIC
277
Old Mission Investment Co
Michigan
$456K – – –
RBC
278
Romano Brothers & Co
Illinois
$433K +$431K +17,777 New
SWP
279
Summit Wealth Partners
Florida
$425K – – –
SG
280
StoneX Group
New York
$416K +$52.9K +2,181 +15%
AA
281
Ancora Advisors
Ohio
$412K -$44.9K -1,852 -10%
RBC
282
Roble Belko & Company
Pennsylvania
$411K +$24.9K +1,026 +6%
PJSIMP
283
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K +$12.6K +521 +3%
NDSI
284
Newman Dignan & Sheerar Inc
Rhode Island
$397K +$73 +3 +0%
EAM
285
Empirical Asset Management
Massachusetts
$392K – – –
MFA
286
Mayflower Financial Advisors
Massachusetts
$388K – – –
FFA
287
Farther Finance Advisors
California
$387K +$159K +6,558 +70%
TCOK
288
Trust Company of Kansas
Kansas
$381K – – –
MA
289
Mutual Advisors
Nebraska
$378K -$9.7K -400 -3%
EWS
290
Evergreen Wealth Solutions
Pennsylvania
$377K – – –
MFWP
291
Mosaic Family Wealth Partners
Missouri
$368K -$318K -13,114 -46%
SQA
292
Simon Quick Advisors
New Jersey
$364K – – –
FAC
293
Financial Advisory Corporation
Michigan
$362K +$94.8K +3,910 +36%
ES
294
Eagle Strategies
New York
$351K +$32.6K +1,345 +10%
WJA
295
Willis Johnson & Associates
Texas
$342K – – –
MC
296
Moors & Cabot
Massachusetts
$335K – – –
LNB
297
Ledyard National Bank
$334K +$333K +13,734 New
VFIC
298
Valley Forge Investment Consultants
Pennsylvania
$331K +$3.56K +147 +1%
CL
299
COWA LLC
Oklahoma
$327K -$282K -11,632 Closed
FW
300
FullCircle Wealth
Texas
$325K – – –
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