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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
376
Pension & Wealth Management Advisors
Massachusetts
$37.8K – – –
SC
377
Stephens Consulting
Michigan
$37.2K +$388 +16 +1%
HWM
378
Hemington Wealth Management
Virginia
$32K – – –
HNW
379
High Note Wealth
Minnesota
$28.6K +$28.5K +1,176 New
SWM
380
Spire Wealth Management
Virginia
$25.4K – – –
CAM
381
Creekmur Asset Management
Illinois
$25.2K – – –
EB
382
Eastern Bank
Massachusetts
$24.7K – – –
AssetMark Inc
383
AssetMark Inc
California
$24.6K -$1.46K -60 -6%
M
384
MOTCO
Texas
$24.1K – – –
AAG
385
Armstrong Advisory Group
Massachusetts
$20.8K – – –
HBW
386
Hazlett, Burt & Watson
West Virginia
$20K +$19.9K +819 New
CT
387
Colonial Trust
South Carolina
$19.5K – – –
AF
388
Advisornet Financial
Minnesota
$19.4K +$218 +9 +1%
BTI
389
Blue Trust Inc
Georgia
$18.7K +$194 +8 +1%
NB
390
NBT Bank
New York
$18.3K +$18.2K +750 New
MWA
391
Medallion Wealth Advisors
Connecticut
$17.8K – – –
BCPWM
392
Bradley & Co Private Wealth Management
Florida
$15.3K – – –
CI
393
CX Institutional
Indiana
$14K +$13.7K +563 New
KA
394
Kozak & Associates
Colorado
$13.7K +$13.7K +563 New
AWM
395
AE Wealth Management
Kansas
$10.2K – – –
AAS
396
Ameritas Advisory Services
Nebraska
$9.54K -$4.8K -198 -34%
FPB
397
First PREMIER Bank
South Dakota
$8K – – –
FFA
398
Founders Financial Alliance
North Carolina
$5.67K +$5.65K +233 New
HNB
399
Huntington National Bank
Ohio
$5.36K – – –
SWP
400
Strategic Wealth Partners
Ohio
$3.5K – – –