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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
301
Meredith Wealth Planning
Illinois
$283K -$6.85K -284 -2%
PHIC
302
Pine Haven Investment Counsel
Massachusetts
$283K +$22.9K +950 +9%
MC
303
Moors & Cabot
Massachusetts
$283K – – –
CL
304
COWA LLC
Oklahoma
$282K +$281K +11,632 New
KFAA
305
Klaas Financial Asset Advisors
Illinois
$276K – – –
HI
306
Harbour Investments
Wisconsin
$271K +$2.36K +98 +0.9%
FTUS
307
Flow Traders U.S.
New York
$266K +$264K +10,951 New
FAC
308
Financial Advisory Corporation
Michigan
$266K +$3.98K +165 +2%
CFG
309
Cornerstone Financial Group
Nebraska
$263K +$965 +40 +0.4%
CHA
310
Cooper/Haims Advisors
New York
$260K – – –
HFA
311
Highland Financial Advisors
New Jersey
$257K – – –
APP
312
Avantax Planning Partners
Iowa
$254K – – –
HWM
313
Horizons Wealth Management
North Carolina
$248K – – –
MA
314
MKT Advisors
California
$246K +$72 +3 +0%
PTC
315
Private Trust Company
Ohio
$238K -$71.2K -2,952 -23%
SVWA
316
Sarver Vrooman Wealth Advisors
Missouri
$236K +$207K +8,581 +748%
GWM
317
Geneos Wealth Management
Colorado
$233K +$130K +5,400 +128%
CA
318
Calton & Associates
Florida
$232K -$30.2K -1,250 -12%
YWM
319
Yoder Wealth Management
California
$231K – – –
FFA
320
Farther Finance Advisors
California
$226K -$206K -8,534 -48%
JLBC
321
J.L. Bainbridge & Co
Florida
$226K – – –
MAG
322
M3 Advisory Group
Massachusetts
$222K – – –
GSB
323
Greenfield Savings Bank
Massachusetts
$221K +$676 +28 +0.3%
FFP
324
FourThought Financial Partners
Florida
$215K +$214K +8,871 New
CWS
325
Cypress Wealth Services
California
$215K – – –
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