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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$18.1M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$17.5M +$1.71M +72,509 +11%
Stifel Financial
28
Stifel Financial
Missouri
$15.3M +$1.02M +42,931 +7%
RJA
29
Raymond James & Associates
Florida
$14.6M +$1.84M +77,819 +15%
GA
30
Gateway Advisory
New Jersey
$14.3M +$844K +35,703 +6%
SSWG
31
Seven Springs Wealth Group
Tennessee
$13.8M +$2.93M +123,970 +27%
VVP
32
Venture Visionary Partners
Ohio
$13.1M -$12.6M -533,807 Closed
AF
33
Arrow Financial
New York
$13M +$373K +15,774 +3%
US Bancorp
34
US Bancorp
Minnesota
$12.9M -$1.71M -72,250 -12%
MCM
35
MV Capital Management
Maryland
$12.8M +$158K +6,675 +1%
HCM
36
Hengehold Capital Management
Ohio
$12.6M +$334K +14,107 +3%
SCA
37
Snowden Capital Advisors
New York
$11.8M
GRP
38
Global Retirement Partners
California
$11.1M +$1.54M +64,978 +16%
WCM
39
Windsor Capital Management
Arizona
$11M +$3.56M +150,333 +48%
HCM
40
Howland Capital Management
Massachusetts
$11M +$3.96M +167,403 +57%
GT
41
Glenview Trust
Kentucky
$9.92M +$2.08M +88,009 +27%
KAS
42
Kestra Advisory Services
Texas
$9.76M +$822K +34,766 +9%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$9.34M +$559K +23,620 +6%
KTM
44
Keeler Thomas Management
Utah
$8.81M +$29.3K +1,240 +0.3%
CFS
45
Commonwealth Financial Services
West Virginia
$8.6M +$828K +35,006 +11%
WWM
46
WJ Wealth Management
Arizona
$8.48M -$359K -15,174 -4%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$8.43M +$971K +41,071 +13%
HA
48
Hamel Associates
New Jersey
$7.49M +$238K +10,082 +3%
LWM
49
Lyell Wealth Management
California
$7.35M +$718K +30,342 +11%
CTC
50
Central Trust Company
Missouri
$7.33M +$172K +7,262 +2%