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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
51
Confluence Investment Management
Missouri
$4.18M -$78.1K -3,347 -2%
CA
52
CGN Advisors
Kansas
$3.97M +$147K +6,301 +4%
MGIA
53
Matthew Goff Investment Advisor
Texas
$3.9M -$74.3K -3,185 -2%
LWM
54
Lyell Wealth Management
California
$3.9M +$598K +25,647 +18%
RF
55
Robbins Farley
New Hampshire
$3.79M +$508K +21,786 +15%
WSTAM
56
Wilbanks Smith & Thomas Asset Management
Virginia
$3.69M -$958K -41,050 -20%
HCM
57
Howland Capital Management
Massachusetts
$3.62M +$2.45M +104,929 +204%
4FG
58
4Thought Financial Group
New York
$3.58M +$50.2K +2,151 +1%
KF
59
Krilogy Financial
Missouri
$3.5M +$31.2K +1,336 +0.9%
BPA
60
Beacon Pointe Advisors
California
$3.45M +$885K +37,943 +34%
VVP
61
Venture Visionary Partners
Ohio
$3.22M
MSRI
62
Michael S. Ryan Inc
New York
$3.11M +$468K +20,065 +17%
VWMG
63
Virginia Wealth Management Group
Virginia
$3.08M +$149K +6,375 +5%
IWC
64
Integrated Wealth Concepts
Massachusetts
$2.92M -$252K -10,809 -8%
GPA
65
Guidance Point Advisors
Massachusetts
$2.89M
FWMM
66
Foundation Wealth Management (Missouri)
Missouri
$2.81M
CTC
67
Central Trust Company
Missouri
$2.58M +$1.11M +47,459 +74%
FBB
68
Fulton Breakefield Broenniman
Maryland
$2.48M +$143K +6,107 +6%
Jane Street
69
Jane Street
New York
$2.47M -$2.82M -120,759 -53%
IA
70
IFP Advisors
Florida
$2.41M -$246K -10,530 -9%
HFRG
71
Houlihan Financial Resource Group
Virginia
$2.39M -$18.5M -790,894 -88%
GT
72
Glenview Trust
Kentucky
$2.35M +$568K +24,350 +32%
WI
73
WrapManager Inc
California
$2.34M +$217K +9,309 +10%
DSA
74
Droms Strauss Advisors
Missouri
$2.33M +$81K +3,472 +4%
PAG
75
Private Advisor Group
New Jersey
$2.24M +$17.7K +758 +0.8%