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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPI
376
Trust Point Inc
Wisconsin
$232K +$232K +9,571 New
WCM
377
Whitener Capital Management
North Carolina
$228K +$228K +9,400 New
RA
378
Riverstone Advisors
Texas
$226K +$704 +29 +0.3%
MWM
379
Maridea Wealth Management
New York
$223K -$6.94K -286 -3%
MAG
380
M3 Advisory Group
Massachusetts
$222K – – –
WIA
381
World Investment Advisors
California
$221K +$825 +34 +0.4%
HSG
382
Helen Stephens Group
Texas
$221K +$221K +9,103 New
LFAS
383
Level Four Advisory Services
Texas
$220K +$97 +4 +0%
MWA
384
Midland Wealth Advisors
Illinois
$220K +$9.9K +408 +5%
DAS
385
Daybright Advisory Services
Florida
$218K +$1.53K +63 +0.7%
CL
386
Choreo LLC
Illinois
$216K +$216K +8,907 New
ML
387
MLP3 LLC
New Jersey
$215K -$215K -8,875 Closed
CWS
388
Cypress Wealth Services
California
$215K – – –
MWM
389
MinichMacGregor Wealth Management
New York
$209K – – –
EAM
390
Empirical Asset Management
Massachusetts
$209K – – –
SC
391
Scotia Capital
Ontario, Canada
$206K – – –
KeyBank National Association
392
KeyBank National Association
Ohio
$206K +$206K +8,500 New
SPA
393
Sentinel Pension Advisors
Massachusetts
$205K +$1.43K +59 +0.7%
AA
394
Alesco Advisors
New York
$202K – – –
BWL
395
Bogart Wealth LLC
Virginia
$201K +$64.9K +2,673 +48%
OHWP
396
Oak Harbor Wealth Partners
North Carolina
$181K +$5.29K +218 +3%
TC
397
Trust Company
Kansas
$168K +$583 +24 +0.3%
PWA
398
Physician Wealth Advisors
Utah
$165K +$113K +4,655 +215%
HA
399
Hyposwiss Advisors
$154K – – –
BA
400
Ballast Advisors
Minnesota
$150K – – –