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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$13.9M +$562K +24,067 +4%
Stifel Financial
27
Stifel Financial
Missouri
$12.8M +$712K +30,493 +6%
HCM
28
Hengehold Capital Management
Ohio
$12M +$217K +9,299 +2%
MCM
29
MV Capital Management
Maryland
$11.7M +$223K +9,576 +2%
AF
30
Arrow Financial
New York
$11.1M +$3.1M +132,920 +39%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$9.89M +$1.02M +43,900 +11%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$9.63M +$75.7K +3,244 +0.8%
PPWM
33
PFG Private Wealth Management
Florida
$9.53M +$1.18M +50,548 +14%
KTM
34
Keeler Thomas Management
Utah
$8.76M -$8.12M -347,891 Closed
RJA
35
Raymond James & Associates
Florida
$8.55M +$919K +39,377 +12%
EFP
36
Envision Financial Planning
Tennessee
$8.26M +$8.33M +356,806 New
SCA
37
Snowden Capital Advisors
New York
$7.87M
Lido Advisors
38
Lido Advisors
California
$6.66M
PRWA
39
Platte River Wealth Advisors
Colorado
$6.43M -$422K -18,090 -6%
HA
40
Hamel Associates
New Jersey
$5.95M +$423K +18,116 +8%
PWS
41
Peloton Wealth Strategists
Indiana
$5.65M +$515K +22,055 +10%
AIA
42
Arcadia Investment Advisors
Idaho
$5.52M -$5.18K -222 -0.1%
SSB
43
Sandy Spring Bank
Maryland
$5.34M +$123K +5,254 +2%
CFS
44
Commonwealth Financial Services
West Virginia
$4.88M +$4.92M +211,004 New
KAS
45
Kestra Advisory Services
Texas
$4.84M +$1.24M +53,258 +34%
MA
46
MCF Advisors
Kentucky
$4.82M +$875K +37,478 +22%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$4.44M +$2.03M +86,862 +83%
TF
48
TLWM Financial
Texas
$4.33M -$38.9K -1,668 -0.9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$4.29M +$3.87M +165,783 +848%
PWM
50
Praetorian Wealth Management
California
$4.21M +$266K +11,387 +7%