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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Calton & Associates
Florida
$261K +$260K +10,796 New
FAC
302
Financial Advisory Corporation
Michigan
$261K +$259K +10,780 New
CFG
303
Cornerstone Financial Group
Nebraska
$260K +$3.78K +157 +1%
CHA
304
Cooper/Haims Advisors
New York
$259K – – –
PHIC
305
Pine Haven Investment Counsel
Massachusetts
$259K +$33.7K +1,400 +15%
HFA
306
Highland Financial Advisors
New Jersey
$256K – – –
BAM
307
Belpointe Asset Management
Nevada
$253K +$3.01K +125 +1%
APP
308
Avantax Planning Partners
Iowa
$253K +$22.1K +919 +10%
HWM
309
Horizons Wealth Management
North Carolina
$247K +$38.2K +1,589 +18%
SC
310
Scotia Capital
Ontario, Canada
$244K – – –
MA
311
MKT Advisors
California
$244K -$15.5K -644 -6%
RSWM
312
Robertson Stephens Wealth Management
California
$237K – – –
YWM
313
Yoder Wealth Management
California
$230K – – –
TCOK
314
Trust Company of Kansas
Kansas
$226K +$224K +9,330 New
JLBC
315
J.L. Bainbridge & Co
Florida
$225K +$224K +9,301 New
MAG
316
M3 Advisory Group
Massachusetts
$221K – – –
GSB
317
Greenfield Savings Bank
Massachusetts
$219K -$3.63K -151 -2%
AA
318
Addison Advisors
Vermont
$217K +$1.92K +80 +0.9%
CWS
319
Cypress Wealth Services
California
$214K – – –
AWE
320
Avidian Wealth Enterprises
Texas
$214K +$213K +8,866 New
MWM
321
MinichMacGregor Wealth Management
New York
$209K +$208K +8,633 New
ECM
322
Exchange Capital Management
Michigan
$204K – – –
FHA
323
First Horizon Advisors
Tennessee
$203K – – –
AA
324
Alesco Advisors
New York
$202K – – –
TC
325
Trust Company
Kansas
$201K +$25.1K +1,043 +14%
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