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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$5.19M +$2.03M +83,944 +63%
AIA
27
Arcadia Investment Advisors
Idaho
$5.14M -$72.9K -3,019 -1%
UBS Group
28
UBS Group
Switzerland
$5.02M +$228K +9,424 +5%
Wells Fargo
29
Wells Fargo
California
$5.01M -$1.66M -68,633 -25%
PPWM
30
PFG Private Wealth Management
Florida
$4.88M +$259K +10,725 +6%
TF
31
TLWM Financial
Texas
$4.8M -$190K -7,856 -4%
SWMG
32
Signature Wealth Management Group
Georgia
$4.77M +$561K +23,217 +13%
Ameriprise
33
Ameriprise
Minnesota
$4.6M +$121K +5,019 +3%
PWS
34
Peloton Wealth Strategists
Indiana
$4.1M -$302K -12,500 -7%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.78M +$134K +5,552 +4%
4FG
36
4Thought Financial Group
New York
$3.7M -$64.9K -2,687 -2%
KF
37
Krilogy Financial
Missouri
$3.27M +$1.2M +49,764 +57%
LC
38
Legacy CG
Texas
$3.24M +$134K +5,548 +4%
CP
39
Camelot Portfolios
Ohio
$3.23M -$406K -16,802 -11%
PWM
40
Praetorian Wealth Management
California
$2.94M +$236K +9,771 +9%
GPA
41
Guidance Point Advisors
Massachusetts
$2.71M +$1.54M +63,820 +128%
ABC
42
Associated Banc-Corp
Wisconsin
$2.12M +$398K +16,469 +23%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.1M +$61.7K +2,552 +3%
LWM
44
Lyell Wealth Management
California
$1.93M +$1.95M +80,730 New
KNW
45
Kesler Norman & Wride
Utah
$1.89M +$25.6K +1,059 +1%
WI
46
WrapManager Inc
California
$1.82M -$29.7K -1,229 -2%
VWMG
47
Virginia Wealth Management Group
Virginia
$1.76M -$156K -6,440 -8%
CTC
48
Central Trust Company
Missouri
$1.76M -$1.46M -60,281 -45%
UCFA
49
United Capital Financial Advisors
Texas
$1.71M -$128K -5,315 -7%
CA
50
CGN Advisors
Kansas
$1.57M +$258K +10,683 +19%