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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
76
Knights of Columbus Asset Advisors
Connecticut
$98K – – –
M
77
MOTCO
Texas
$80K – – –
RG
78
Retirement Group
California
$63K -$55.9K -2,055 -46%
APA
79
American Portfolios Advisors
New York
$55.6K +$10.1K +370 +22%
PP
80
Prosperity Planning
Missouri
$50K – – –
BFEC
81
Benjamin F. Edwards & Company
Missouri
$39K -$2.86K -105 -7%
AF
82
Allworth Financial
California
$35K – – –
LWANC
83
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K +$27.2K +1,000 New
HI
84
Harbour Investments
Wisconsin
$19K +$19.6K +719 New
FNBOSM
85
First National Bank of South Miami
Florida
$9K – – –
MFT
86
Moisand Fitzgerald Tamayo
Florida
$7K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$2K – – –
SWM
88
Spire Wealth Management
Virginia
$1K +$1.33K +49 New
AIC
89
Ameritas Investment Company
Nebraska
$615 +$626 +23 New
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
– -$14.5M -527,014 Closed
ABC
91
Associated Banc-Corp
Wisconsin
– -$605K -21,961 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$594K -21,549 Closed
AAM
93
Autus Asset Management
Arizona
– -$228K -8,300 Closed
VNA
94
Valley National Advisers
Pennsylvania
– -$150K -5,453 Closed
CAAS
95
Capital Asset Advisory Services
Michigan
– -$27K -970 Closed
SFS
96
Sowell Financial Services
Arkansas
– -$26K -961 Closed
BBHC
97
Brown Brothers Harriman & Co
New York
– -$14K -490 Closed
CFA
98
Carroll Financial Associates
North Carolina
– -$10K -391 Closed
ASN
99
Advisory Services Network
Georgia
– -$10K -351 Closed
FHA
100
First Horizon Advisors
Tennessee
– +$708 +26 New