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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
276
Atwater Malick
Pennsylvania
$605K +$131K +5,399 +28%
SWP
277
Summit Wealth Partners
Florida
$587K +$163K +6,719 +38%
RSWA
278
Robinson Smith Wealth Advisors
Maine
$586K
PWA
279
Provenance Wealth Advisors
Florida
$585K -$216K -8,874 -27%
MIH
280
Meitav Investment House
Israel
$581K +$51K +2,100 +10%
AWMG
281
ADG Wealth Management Group
Louisiana
$576K +$576K +23,722 New
HC
282
Hurley Capital
New York
$575K +$4.2K +173 +0.7%
DSC
283
Duncker Streett & Co
Missouri
$569K
SG
284
StoneX Group
New York
$565K +$150K +6,176 +36%
MCM
285
Mattern Capital Management
Colorado
$554K
WAS
286
Wealth Advisory Solutions
Indiana
$551K +$7.39K +304 +1%
AT
287
American Trust
Kentucky
$548K +$14.6K +600 +3%
MFWP
288
Mosaic Family Wealth Partners
Missouri
$543K +$176K +7,255 +48%
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$540K +$70.7K +2,912 +15%
MML Investors Services
290
MML Investors Services
Massachusetts
$523K -$21.3K -875 -4%
SPWM
291
Straight Path Wealth Management
Michigan
$510K +$54.6K +2,246 +12%
RBC
292
Roble Belko & Company
Pennsylvania
$510K +$99.9K +4,110 +24%
SF
293
Summit Financial
New Jersey
$505K
BSG
294
Black Swift Group
Colorado
$504K +$35.2K +1,450 +8%
BAM
295
Belpointe Asset Management
Nevada
$497K -$25.3K -1,043 -5%
T
296
Tableaux
Massachusetts
$486K -$40K -1,647 -8%
AA
297
Ancora Advisors
Ohio
$476K +$65K +2,677 +16%
LF
298
Lee Financial
Texas
$472K -$472K -19,430 Closed
SRC
299
Shufro Rose & Co
New York
$441K -$132K -5,451 -23%
CT
300
Clearstead Trust
Maine
$432K +$433K +17,810 New