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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCB
301
United Community Bank
South Carolina
$307K
MCA
302
Maryland Capital Advisors
Maryland
$307K -$33.9K -1,396 -10%
HI
303
Harbour Investments
Wisconsin
$304K +$32.6K +1,345 +12%
RWM
304
Ritholtz Wealth Management
New York
$303K -$262K -10,810 -46%
IAIM
305
International Assets Investment Management
Florida
$299K
YWM
306
Yoder Wealth Management
California
$295K +$63.1K +2,600 +27%
PS
307
Principal Securities
Iowa
$294K
PHIC
308
Pine Haven Investment Counsel
Massachusetts
$291K +$7.28K +300 +3%
MWP
309
Meredith Wealth Planning
Illinois
$287K +$3.08K +127 +1%
S
310
SignatureFD
Georgia
$286K +$244K +10,074 +607%
AMM
311
American Money Management
California
$283K -$54.2K -2,234 -16%
PTC
312
Private Trust Company
Ohio
$282K +$43K +1,774 +18%
KFAA
313
Klaas Financial Asset Advisors
Illinois
$277K
NLWP
314
Next Level Wealth Planning
Idaho
$277K +$276K +11,367 New
SL
315
Summitry LLC
California
$273K -$24.2K -999 -8%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$269K +$212K +8,752 +382%
CFG
317
Cornerstone Financial Group
Nebraska
$267K +$2.86K +118 +1%
CHA
318
Cooper/Haims Advisors
New York
$261K
HFA
319
Highland Financial Advisors
New Jersey
$258K
APP
320
Avantax Planning Partners
Iowa
$254K
CPIG
321
Chicago Partners Investment Group
Illinois
$251K +$250K +10,316 New
HWM
322
Horizons Wealth Management
North Carolina
$249K
CA
323
Calton & Associates
Florida
$248K +$16K +659 +7%
SVWA
324
Sarver Vrooman Wealth Advisors
Missouri
$236K -$485 -20 -0.2%
GWM
325
Geneos Wealth Management
Colorado
$234K