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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
326
Evergreen Wealth Partners
Montana
$320K +$320K +13,168 New
GCA
327
Gradient Capital Advisors
California
$316K -$1.87K -77 -0.6%
KAS
328
KPP Advisory Services
Kentucky
$311K +$311K +12,820 New
IAIM
329
International Assets Investment Management
Florida
$308K +$7.85K +323 +3%
YWM
330
Yoder Wealth Management
California
$305K +$10.9K +450 +4%
MCA
331
Maryland Capital Advisors
Maryland
$302K -$4.35K -179 -1%
RWM
332
Ritholtz Wealth Management
New York
$301K -$1.02K -42 -0.3%
PS
333
Principal Securities
Iowa
$298K +$5.39K +222 +2%
HI
334
Harbour Investments
Wisconsin
$296K -$7.75K -319 -3%
MWP
335
Meredith Wealth Planning
Illinois
$290K +$4.18K +172 +1%
SL
336
Summitry LLC
California
$290K +$18.1K +747 +7%
CCM
337
CFO Capital Management
Connecticut
$289K +$289K +11,892 New
BWM
338
BCS Wealth Management
Tennessee
$281K +$282K +11,590 New
Fidelity Investments
339
Fidelity Investments
Massachusetts
$280K +$11.7K +480 +4%
PTC
340
Private Trust Company
Ohio
$278K -$2.94K -121 -1%
NLWP
341
Next Level Wealth Planning
Idaho
$276K
SVWA
342
Sarver Vrooman Wealth Advisors
Missouri
$275K +$39.3K +1,616 +17%
VHAM
343
Van Hulzen Asset Management
California
$274K +$69.5K +2,859 +34%
CFG
344
Cornerstone Financial Group
Nebraska
$270K +$3.89K +160 +1%
HA
345
Hanover Advisors
South Carolina
$269K +$269K +11,069 New
JESC
346
J.E. Simmons & Co
Texas
$261K +$262K +10,769 New
CHA
347
Cooper/Haims Advisors
New York
$261K
HFA
348
Highland Financial Advisors
New Jersey
$258K
NGA
349
Naples Global Advisors
Florida
$256K +$256K +10,555 New
APP
350
Avantax Planning Partners
Iowa
$254K