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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
301
Summitry LLC
California
$296K +$294K +12,202 New
PS
302
Principal Securities
Iowa
$293K – – –
MWP
303
Meredith Wealth Planning
Illinois
$283K -$6.85K -284 -2%
PHIC
304
Pine Haven Investment Counsel
Massachusetts
$283K +$22.9K +950 +9%
MC
305
Moors & Cabot
Massachusetts
$283K – – –
CL
306
COWA LLC
Oklahoma
$282K +$281K +11,632 New
KFAA
307
Klaas Financial Asset Advisors
Illinois
$276K – – –
HI
308
Harbour Investments
Wisconsin
$271K +$2.36K +98 +0.9%
FTUS
309
Flow Traders U.S.
New York
$266K +$264K +10,951 New
FAC
310
Financial Advisory Corporation
Michigan
$266K +$3.98K +165 +2%
CFG
311
Cornerstone Financial Group
Nebraska
$263K +$965 +40 +0.4%
CHA
312
Cooper/Haims Advisors
New York
$260K – – –
HFA
313
Highland Financial Advisors
New Jersey
$257K – – –
APP
314
Avantax Planning Partners
Iowa
$254K – – –
HWM
315
Horizons Wealth Management
North Carolina
$248K – – –
MA
316
MKT Advisors
California
$246K +$72 +3 +0%
PTC
317
Private Trust Company
Ohio
$238K -$71.2K -2,952 -23%
SVWA
318
Sarver Vrooman Wealth Advisors
Missouri
$236K +$207K +8,581 +748%
GWM
319
Geneos Wealth Management
Colorado
$233K +$130K +5,400 +128%
CA
320
Calton & Associates
Florida
$232K -$30.2K -1,250 -12%
YWM
321
Yoder Wealth Management
California
$231K – – –
FFA
322
Farther Finance Advisors
California
$226K -$206K -8,534 -48%
JLBC
323
J.L. Bainbridge & Co
Florida
$226K – – –
MAG
324
M3 Advisory Group
Massachusetts
$222K – – –
GSB
325
Greenfield Savings Bank
Massachusetts
$221K +$676 +28 +0.3%
11 12
13
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