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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
276
Seneca House Advisors
Virginia
$657K +$423K +17,423 +180%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$647K +$35.6K +1,465 +6%
SG
278
StoneX Group
New York
$644K +$81K +3,337 +14%
AM
279
Atwater Malick
Pennsylvania
$637K +$33.1K +1,363 +5%
DWT
280
Dorsey & Whitney Trust
South Dakota
$630K
DP
281
Dearborn Partners
Illinois
$626K +$18.3K +752 +3%
PP
282
Prosperity Planning
Missouri
$615K
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$596K +$57.4K +2,364 +11%
WAS
284
Wealth Advisory Solutions
Indiana
$587K +$37.3K +1,536 +7%
SWP
285
Summit Wealth Partners
Florida
$586K
RSWA
286
Robinson Smith Wealth Advisors
Maine
$585K
VHAM
287
Van Hulzen Asset Management
California
$577K +$303K +12,493 +111%
HC
288
Hurley Capital
New York
$576K +$1.31K +54 +0.2%
GC
289
Gilbert & Cook
Iowa
$569K -$75K -3,089 -12%
AWAU
290
Alliance Wealth Advisors (Utah)
Utah
$564K -$842K -34,672 Closed
SWM
291
Spire Wealth Management
Virginia
$552K +$519K +21,365 +1,522%
AT
292
American Trust
Kentucky
$547K
BAM
293
Belpointe Asset Management
Nevada
$545K +$48.6K +2,001 +10%
PWA
294
Provenance Wealth Advisors
Florida
$534K -$50K -2,060 -9%
SPWM
295
Straight Path Wealth Management
Michigan
$531K +$21.5K +886 +4%
SWASL
296
Spartan Wealth Advisory Services LLC
Michigan
$526K +$527K +21,712 New
SL
297
Summitry LLC
California
$503K +$214K +8,807 +74%
SF
298
Summit Financial
New Jersey
$496K +$497K +20,472 New
AA
299
Ancora Advisors
Ohio
$475K +$24 +1 +0%
LF
300
Lee Financial
Texas
$471K +$472K +19,430 New