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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
76
PFG Private Wealth Management
Florida
$7.49M -$695K -28,716 -8%
LIA
77
LBMC Investment Advisors
Tennessee
$7.26M -$6.27M -259,209 Closed
KNW
78
Kesler Norman & Wride
Utah
$7.22M -$219K -9,062 -3%
Creative Planning
79
Creative Planning
Kansas
$7.14M -$473K -19,566 -6%
Jones Financial Companies
80
Jones Financial Companies
Missouri
$7.12M +$1.25M +51,486 +21%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$7.09M +$1.12M +46,211 +19%
PWM
82
Praetorian Wealth Management
California
$6.9M +$35K +1,446 +0.5%
MAS
83
Madden Advisory Services
Florida
$6.74M -$57.7K -2,385 -0.9%
QFA
84
Quantum Financial Advisors
California
$6.58M +$518K +21,427 +9%
HA
85
Hamel Associates
New Jersey
$6.44M -$162K -6,702 -2%
CCWA
86
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.35M +$1.47M +60,936 +30%
4FG
87
4Thought Financial Group
New York
$6.33M +$1.08M +44,526 +21%
SWA
88
Sax Wealth Advisors
New Jersey
$6.3M +$49.7K +2,055 +0.8%
MA
89
MCF Advisors
Kentucky
$6.17M +$78.2K +3,231 +1%
AUB
90
Atlantic Union Bankshares
Virginia
$6.13M -$296K -12,251 -5%
VWMG
91
Virginia Wealth Management Group
Virginia
$6.05M -$4.83M -199,615 Closed
WPW
92
Winthrop Partners - WNY
New York
$5.96M +$26.8K +1,106 +0.5%
SCA
93
Snowden Capital Advisors
New York
$5.96M
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$5.92M -$451K -18,644 -7%
OIA
95
OneDigital Investment Advisors
Kansas
$5.87M -$726K -29,990 -11%
VA
96
Valmark Advisers
Ohio
$5.79M
HFRG
97
Houlihan Financial Resource Group
Virginia
$5.78M +$134K +5,544 +2%
SCG
98
Sonata Capital Group
Washington
$5.74M +$3.97K +164 +0.1%
DSA
99
Droms Strauss Advisors
Missouri
$5.67M +$330K +13,645 +6%
RCA
100
Resonant Capital Advisors
Wisconsin
$5.65M