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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Arrow Financial
New York
$7.61M +$11.5K +481 +0.1%
PPWM
27
PFG Private Wealth Management
Florida
$6.65M +$2.02M +84,653 +41%
MGIA
28
Matthew Goff Investment Advisor
Texas
$6.63M -$169K -7,094 -2%
UBS Group
29
UBS Group
Switzerland
$6.51M +$1.74M +72,755 +35%
BO
30
BRR OpCo
Ohio
$6.32M +$6.56M +274,799 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.88M +$5.54M +232,077 +975%
AIA
32
Arcadia Investment Advisors
Idaho
$5.23M +$284K +11,899 +6%
SSB
33
Sandy Spring Bank
Maryland
$5.12M -$155K -6,485 -3%
SWMG
34
Signature Wealth Management Group
Georgia
$4.98M +$402K +16,828 +8%
Jane Street
35
Jane Street
New York
$4.91M -$600K -25,128 -11%
TF
36
TLWM Financial
Texas
$4.6M -$1.65M -68,879 -34%
PWS
37
Peloton Wealth Strategists
Indiana
$4.16M +$215K +9,000 +5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$3.63M -$19K -795 -0.5%
4FG
39
4Thought Financial Group
New York
$3.49M -$73.7K -3,086 -2%
KF
40
Krilogy Financial
Missouri
$3.15M -$430 -18 -0%
GPA
41
Guidance Point Advisors
Massachusetts
$3.03M +$415K +17,385 +15%
PWM
42
Praetorian Wealth Management
California
$2.92M +$88.1K +3,688 +3%
CA
43
CGN Advisors
Kansas
$2.39M +$911K +38,129 +58%
ABC
44
Associated Banc-Corp
Wisconsin
$2.22M +$189K +7,926 +9%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.13M +$115K +4,793 +5%
VWMG
46
Virginia Wealth Management Group
Virginia
$2.02M +$329K +13,780 +19%
CP
47
Camelot Portfolios
Ohio
$1.98M -$1.17M -48,975 -36%
LWM
48
Lyell Wealth Management
California
$1.94M +$83.6K +3,500 +4%
WI
49
WrapManager Inc
California
$1.88M +$138K +5,782 +8%
CTC
50
Central Trust Company
Missouri
$1.74M +$43.7K +1,830 +2%