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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
451
4J Wealth Management
Virginia
– -$1.13M -46,618 Closed
RBC
452
Romano Brothers & Co
Illinois
– -$997K -41,128 Closed
TCRG
453
Twin Cities Retirement Group
Minnesota
– -$949K -39,151 Closed
DCU
454
Dara Capital US
Florida
– -$898K -37,063 Closed
AWA
455
Arkadios Wealth Advisors
Georgia
– -$757K -31,214 Closed
TCOK
456
Trust Company of Kansas
Kansas
– -$364K -15,015 Closed
FF
457
Farnam Financial
Arizona
– -$349K -14,390 Closed
EWP
458
Evergreen Wealth Partners
Montana
– -$318K -13,123 Closed
AFP
459
Arnold Financial Planning
Iowa
– -$242K -10,003 Closed
Bessemer Group
460
Bessemer Group
New Jersey
– -$234K -9,667 Closed
WCM
461
Whitener Capital Management
North Carolina
– -$228K -9,400 Closed
MWM
462
Maridea Wealth Management
New York
– -$223K -9,204 Closed
MAG
463
M3 Advisory Group
Massachusetts
– -$222K -9,150 Closed
WIA
464
World Investment Advisors
California
– -$221K -9,126 Closed
OHWP
465
Oak Harbor Wealth Partners
North Carolina
– -$181K -7,460 Closed
IWS
466
Intentional Wealth Strategies
Colorado
– -$127K -5,244 Closed
KOCAA
467
Knights of Columbus Asset Advisors
Connecticut
– -$88.6K -3,657 Closed
BOJHT
468
Bank of Jackson Hole Trust
Wyoming
– -$85.4K -3,525 Closed
GSEP
469
Golden State Equity Partners
California
– -$84.8K -3,500 Closed
AGWCA
470
Annis Gardner Whiting Capital Advisors
Florida
– -$48.5K -2,000 Closed
CCWM
471
Cassaday & Co Wealth Management
Virginia
– -$43.1K -1,777 Closed
MWA
472
Medallion Wealth Advisors
Connecticut
– -$17.7K -730 Closed
CI
473
CX Institutional
Indiana
– -$14K -575 Closed
TRCT
474
Tower Research Capital (TRC)
New York
– -$2.23K -92 Closed
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