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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
351
Fidelity Investments
Massachusetts
$289K +$9.81K +404 +4%
MWM
352
Meridian Wealth Management
Kentucky
$288K +$288K +11,875 New
SAG
353
SageView Advisory Group
California
$283K -$229K -9,416 Closed
AO
354
Advisor OS
Illinois
$282K -$144K -5,941 -34%
PTC
355
Private Trust Company
Ohio
$277K -$607 -25 -0.2%
CAG
356
Csenge Advisory Group
Florida
$276K +$276K +11,383 New
NLWP
357
Next Level Wealth Planning
Idaho
$276K – – –
HWM
358
Horizons Wealth Management
North Carolina
$273K +$25.4K +1,047 +10%
CFG
359
Cornerstone Financial Group
Nebraska
$272K +$2.86K +118 +1%
CHA
360
Cooper/Haims Advisors
New York
$260K – – –
HFA
361
Highland Financial Advisors
New Jersey
$257K – – –
CPIG
362
Chicago Partners Investment Group
Illinois
$255K +$2.69K +111 +1%
NGA
363
Naples Global Advisors
Florida
$255K -$607 -25 -0.2%
HA
364
Hanover Advisors
South Carolina
$254K -$13.9K -571 -5%
APP
365
Avantax Planning Partners
Iowa
$253K – – –
GA
366
Greenspring Advisors
Maryland
$250K – – –
PA
367
PSI Advisors
Florida
$246K +$40.1K +1,650 +19%
SI
368
Seeds Investor
New York
$244K +$245K +10,073 New
AFP
369
Arnold Financial Planning
Iowa
$242K +$243K +10,003 New
BWM
370
Briggs Wealth Management
Connecticut
$241K – – –
MIG
371
McGuire Investment Group
Rhode Island
$234K +$17.3K +714 +8%
Bessemer Group
372
Bessemer Group
New Jersey
$234K +$235K +9,667 New
GWM
373
Geneos Wealth Management
Colorado
$233K – – –
WSFS
374
Wilmington Savings Fund Society
Delaware
$233K – – –
SFB
375
STAR Financial Bank
Indiana
$232K -$1.55M -64,011 -87%