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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lyell Wealth Management
California
$5.18M +$1.12M +47,916 +28%
WCM
52
Windsor Capital Management
Arizona
$5.09M +$4.46M +190,982 +879%
MA
53
MCF Advisors
Kentucky
$5.06M +$70.3K +3,014 +1%
IA
54
IFP Advisors
Florida
$5.02M +$2.46M +105,563 +101%
HCM
55
Howland Capital Management
Massachusetts
$4.74M +$971K +41,617 +27%
BPA
56
Beacon Pointe Advisors
California
$4.6M +$1.01M +43,084 +29%
TF
57
TLWM Financial
Texas
$4.45M -$22.5K -965 -0.5%
PWM
58
Praetorian Wealth Management
California
$4.39M +$37.4K +1,604 +0.9%
GT
59
Glenview Trust
Kentucky
$4.32M +$1.85M +79,091 +78%
CIM
60
Confluence Investment Management
Missouri
$4.11M -$204K -8,761 -5%
RF
61
Robbins Farley
New Hampshire
$4.02M +$98.3K +4,214 +3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$3.78M +$2.62M +112,159 +246%
KF
63
Krilogy Financial
Missouri
$3.75M +$127K +5,463 +4%
GPA
64
Guidance Point Advisors
Massachusetts
$3.69M
Creative Planning
65
Creative Planning
Kansas
$3.68M +$2.11M +90,561 +143%
4FG
66
4Thought Financial Group
New York
$3.63M -$67.3K -2,885 -2%
HFRG
67
Houlihan Financial Resource Group
Virginia
$3.59M +$1.09M +46,744 +45%
CA
68
CGN Advisors
Kansas
$3.53M -$562K -24,097 -14%
Osaic Holdings
69
Osaic Holdings
Arizona
$3.52M +$1.18M +50,402 +52%
AF
70
Allworth Financial
California
$3.4M +$2.8M +120,056 +547%
MSRI
71
Michael S. Ryan Inc
New York
$3.33M +$91.7K +3,929 +3%
VWMG
72
Virginia Wealth Management Group
Virginia
$3.13M -$54.3K -2,325 -2%
MGIA
73
Matthew Goff Investment Advisor
Texas
$3.09M -$920K -39,424 -23%
WWM
74
WJ Wealth Management
Arizona
$3.09M +$3.01M +128,963 New
ST
75
Spinnaker Trust
Maine
$2.95M +$2.24M +96,041 +355%