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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
276
Autumn Glory Partners
Texas
$669K +$728 +30 +0.1%
SHA
277
Seneca House Advisors
Virginia
$657K +$423K +17,423 +180%
TWC
278
TD Waterhouse Canada
Ontario, Canada
$647K +$35.6K +1,465 +6%
SG
279
StoneX Group
New York
$644K +$81K +3,337 +14%
AM
280
Atwater Malick
Pennsylvania
$637K +$33.1K +1,363 +5%
DWT
281
Dorsey & Whitney Trust
South Dakota
$630K – – –
DP
282
Dearborn Partners
Illinois
$626K +$18.3K +752 +3%
PP
283
Prosperity Planning
Missouri
$615K – – –
Koshinski Asset Management
284
Koshinski Asset Management
Illinois
$596K +$57.4K +2,364 +11%
WAS
285
Wealth Advisory Solutions
Indiana
$587K +$37.3K +1,536 +7%
SWP
286
Summit Wealth Partners
Florida
$586K – – –
RSWA
287
Robinson Smith Wealth Advisors
Maine
$585K – – –
VHAM
288
Van Hulzen Asset Management
California
$577K +$303K +12,493 +111%
HC
289
Hurley Capital
New York
$576K +$1.31K +54 +0.2%
GC
290
Gilbert & Cook
Iowa
$569K -$75K -3,089 -12%
AWAU
291
Alliance Wealth Advisors (Utah)
Utah
$564K -$842K -34,672 Closed
SWM
292
Spire Wealth Management
Virginia
$552K +$519K +21,365 +1,522%
AT
293
American Trust
Kentucky
$547K – – –
BAM
294
Belpointe Asset Management
Nevada
$545K +$48.6K +2,001 +10%
PWA
295
Provenance Wealth Advisors
Florida
$534K -$50K -2,060 -9%
SPWM
296
Straight Path Wealth Management
Michigan
$531K +$21.5K +886 +4%
SWASL
297
Spartan Wealth Advisory Services LLC
Michigan
$526K +$527K +21,712 New
SL
298
Summitry LLC
California
$503K +$214K +8,807 +74%
SF
299
Summit Financial
New Jersey
$496K +$497K +20,472 New
AA
300
Ancora Advisors
Ohio
$475K +$24 +1 +0%