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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
376
Midland Wealth Advisors
Illinois
$210K – – –
MWM
377
MinichMacGregor Wealth Management
New York
$210K – – –
EAM
378
Empirical Asset Management
Massachusetts
$210K -$182K -7,478 -46%
PA
379
PSI Advisors
Florida
$206K – – –
SC
380
Scotia Capital
Ontario, Canada
$206K – – –
SPA
381
Sentinel Pension Advisors
Massachusetts
$203K -$1.31K -54 -0.6%
AA
382
Alesco Advisors
New York
$203K – – –
BCV
383
Banque Cantonale Vaudoise
Switzerland
$185K -$16.1K -663 -8%
OHWP
384
Oak Harbor Wealth Partners
North Carolina
$176K +$9.45K +389 +6%
TC
385
Trust Company
Kansas
$168K -$33.9K -1,394 -17%
HA
386
Hyposwiss Advisors
$154K +$154K +6,345 New
ACA
387
Aptus Capital Advisors
Alabama
$150K -$67.8M -2,791,998 -100%
BA
388
Ballast Advisors
Minnesota
$150K +$9.62K +396 +7%
BWL
389
Bogart Wealth LLC
Virginia
$136K +$73 +3 +0.1%
FHA
390
Flagship Harbor Advisors
Massachusetts
$131K +$131K +5,375 New
BF
391
BOK Financial
Oklahoma
$126K +$127K +5,207 New
GI
392
GAMMA Investing
California
$116K +$4.83K +199 +4%
CT
393
Coastline Trust
Rhode Island
$106K – – –
AF
394
Align Financial
Minnesota
$104K +$2.52M +103,597 New
FRA
395
Front Row Advisors
California
$102K – – –
AWM
396
AE Wealth Management
Kansas
$101K +$90.5K +3,725 +887%
HWA
397
HHM Wealth Advisors
Tennessee
$91K – – –
CB
398
CNB Bank
Pennsylvania
$90.9K -$107K -4,384 -54%
KOCAA
399
Knights of Columbus Asset Advisors
Connecticut
$88.8K – – –
BOJHT
400
Bank of Jackson Hole Trust
Wyoming
$85.6K – – –
14 15
16
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