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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
326
Oak Harbor Wealth Partners
North Carolina
$162K +$33.5K +1,391 +26%
National Bank of Canada
327
National Bank of Canada
Quebec, Canada
$162K +$15.8K +656 +11%
WSFS
328
Wilmington Savings Fund Society
Delaware
$160K
BWL
329
Bogart Wealth LLC
Virginia
$136K -$19.8K -824 -13%
TCOV
330
Trust Company of Vermont
Vermont
$133K +$132K +5,492 New
KHC
331
Koesten Hirschmann & Crabtree
Kansas
$125K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$112K -$10.2K -423 -8%
PA
333
PSI Advisors
Florida
$106K
GWM
334
Geneos Wealth Management
Colorado
$102K +$19.7K +820 +24%
HWA
335
HHM Wealth Advisors
Tennessee
$90.7K
SS
336
Sunbelt Securities
Texas
$90.3K +$21.5K +895 +32%
KOCAA
337
Knights of Columbus Asset Advisors
Connecticut
$88.4K
BA
338
Ballast Advisors
Minnesota
$85.3K +$54.9K +2,281 +183%
ADL
339
Asset Dedication LLC
California
$78.5K -$235K -9,783 -75%
WFA
340
Wells Financial Advisors
Massachusetts
$77.4K -$90.2K -3,750 -54%
BOJHT
341
Bank of Jackson Hole Trust
Wyoming
$73.7K +$31K +1,290 +73%
Barclays
342
Barclays
United Kingdom
$66.1K
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$58.7K +$120 +5 +0.2%
PWA
344
Physician Wealth Advisors
Utah
$52.5K +$52.2K +2,170 New
PB
345
Pinnacle Bancorp
Nebraska
$51.6K
FUBT
346
First United Bank & Trust
Maryland
$48.5K
BCWM
347
Bartlett & Co Wealth Management
Ohio
$48.4K -$12K -500 -20%
S
348
Sachetta
Massachusetts
$48.4K
AC
349
AlphaCore Capital
California
$48.1K +$47.9K +1,990 New
CT
350
Coastline Trust
Rhode Island
$45.8K