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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
351
SageView Advisory Group
California
$283K -$229K -9,416 Closed
AO
352
Advisor OS
Illinois
$282K -$144K -5,941 -34%
PTC
353
Private Trust Company
Ohio
$277K -$607 -25 -0.2%
CAG
354
Csenge Advisory Group
Florida
$276K +$276K +11,383 New
NLWP
355
Next Level Wealth Planning
Idaho
$276K
HWM
356
Horizons Wealth Management
North Carolina
$273K +$25.4K +1,047 +10%
CFG
357
Cornerstone Financial Group
Nebraska
$272K +$2.86K +118 +1%
CHA
358
Cooper/Haims Advisors
New York
$260K
HFA
359
Highland Financial Advisors
New Jersey
$257K
CPIG
360
Chicago Partners Investment Group
Illinois
$255K +$2.69K +111 +1%
NGA
361
Naples Global Advisors
Florida
$255K -$607 -25 -0.2%
HA
362
Hanover Advisors
South Carolina
$254K -$13.9K -571 -5%
APP
363
Avantax Planning Partners
Iowa
$253K
GA
364
Greenspring Advisors
Maryland
$250K
PA
365
PSI Advisors
Florida
$246K +$40.1K +1,650 +19%
SI
366
Seeds Investor
New York
$244K +$245K +10,073 New
AFP
367
Arnold Financial Planning
Iowa
$242K +$243K +10,003 New
BWM
368
Briggs Wealth Management
Connecticut
$241K
MIG
369
McGuire Investment Group
Rhode Island
$234K +$17.3K +714 +8%
Bessemer Group
370
Bessemer Group
New Jersey
$234K +$235K +9,667 New
GWM
371
Geneos Wealth Management
Colorado
$233K
WSFS
372
Wilmington Savings Fund Society
Delaware
$233K
SFB
373
STAR Financial Bank
Indiana
$232K -$1.55M -64,011 -87%
TPI
374
Trust Point Inc
Wisconsin
$232K +$232K +9,571 New
WCM
375
Whitener Capital Management
North Carolina
$228K +$228K +9,400 New