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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
276
Dearborn Partners
Illinois
$609K -$6.78K -279 -1%
AM
277
Atwater Malick
Pennsylvania
$605K +$131K +5,399 +28%
SWP
278
Summit Wealth Partners
Florida
$587K +$163K +6,719 +38%
RSWA
279
Robinson Smith Wealth Advisors
Maine
$586K – – –
PWA
280
Provenance Wealth Advisors
Florida
$585K -$216K -8,874 -27%
MIH
281
Meitav Investment House
Israel
$581K +$51K +2,100 +10%
AWMG
282
ADG Wealth Management Group
Louisiana
$576K +$576K +23,722 New
HC
283
Hurley Capital
New York
$575K +$4.2K +173 +0.7%
DSC
284
Duncker Streett & Co
Missouri
$569K – – –
SG
285
StoneX Group
New York
$565K +$150K +6,176 +36%
MCM
286
Mattern Capital Management
Colorado
$554K – – –
WAS
287
Wealth Advisory Solutions
Indiana
$551K +$7.39K +304 +1%
AT
288
American Trust
Kentucky
$548K +$14.6K +600 +3%
MFWP
289
Mosaic Family Wealth Partners
Missouri
$543K +$176K +7,255 +48%
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$540K +$70.7K +2,912 +15%
MML Investors Services
291
MML Investors Services
Massachusetts
$523K -$21.3K -875 -4%
SPWM
292
Straight Path Wealth Management
Michigan
$510K +$54.6K +2,246 +12%
RBC
293
Roble Belko & Company
Pennsylvania
$510K +$99.9K +4,110 +24%
SF
294
Summit Financial
New Jersey
$505K – – –
BSG
295
Black Swift Group
Colorado
$504K +$35.2K +1,450 +8%
BAM
296
Belpointe Asset Management
Nevada
$497K -$25.3K -1,043 -5%
T
297
Tableaux
Massachusetts
$486K -$40K -1,647 -8%
AA
298
Ancora Advisors
Ohio
$476K +$65K +2,677 +16%
LF
299
Lee Financial
Texas
$472K -$472K -19,430 Closed
SRC
300
Shufro Rose & Co
New York
$441K -$132K -5,451 -23%