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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
351
Naples Global Advisors
Florida
$256K +$256K +10,555 New
APP
352
Avantax Planning Partners
Iowa
$254K – – –
CPIG
353
Chicago Partners Investment Group
Illinois
$254K +$2.75K +113 +1%
GA
354
Greenspring Advisors
Maryland
$250K +$251K +10,316 New
HWM
355
Horizons Wealth Management
North Carolina
$248K – – –
Betterment LLC
356
Betterment LLC
New York
$248K +$42.7K +1,758 +21%
FIA
357
Foundations Investment Advisors
Arizona
$244K +$244K +10,043 New
BWM
358
Briggs Wealth Management
Connecticut
$241K +$241K +9,937 New
SHA
359
Seneca House Advisors
Virginia
$236K +$236K +9,705 New
GWM
360
Geneos Wealth Management
Colorado
$234K – – –
WSFS
361
Wilmington Savings Fund Society
Delaware
$233K +$160K +6,600 +220%
CA
362
Calton & Associates
Florida
$232K -$16K -659 -6%
MWM
363
Maridea Wealth Management
New York
$230K +$231K +9,490 New
S
364
SignatureFD
Georgia
$230K -$54.8K -2,254 -19%
SAG
365
SageView Advisory Group
California
$229K +$229K +9,416 New
RA
366
Riverstone Advisors
Texas
$226K +$1.04K +43 +0.5%
JLBC
367
J.L. Bainbridge & Co
Florida
$223K – – –
MAG
368
M3 Advisory Group
Massachusetts
$222K – – –
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$221K +$108K +4,459 +96%
WIA
370
World Investment Advisors
California
$221K +$221K +9,092 New
LFAS
371
Level Four Advisory Services
Texas
$220K +$220K +9,055 New
MIG
372
McGuire Investment Group
Rhode Island
$217K +$217K +8,947 New
DAS
373
Daybright Advisory Services
Florida
$217K +$217K +8,938 New
ML
374
MLP3 LLC
New Jersey
$215K +$216K +8,875 New
CWS
375
Cypress Wealth Services
California
$215K – – –