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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
76
Thoroughbred Financial Services
Tennessee
$208K +$210K +7,725 New
BWM
77
BerganKDV Wealth Management
Minnesota
$159K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$149K -$31K -1,143 -17%
FPS
79
Fieldpoint Private Securities
Connecticut
$122K
GWM
80
Geneos Wealth Management
Colorado
$108K
WFA
81
Wells Financial Advisors
Massachusetts
$101K
KOCAA
82
Knights of Columbus Asset Advisors
Connecticut
$99K
HI
83
Harbour Investments
Wisconsin
$97K +$77.1K +2,841 +382%
M
84
MOTCO
Texas
$81K
APA
85
American Portfolios Advisors
New York
$65.2K
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$62.1K +$62.5K +2,303 New
PP
87
Prosperity Planning
Missouri
$50K
BFEC
88
Benjamin F. Edwards & Company
Missouri
$39K +$380 +14 +1%
ANBT
89
American National Bank & Trust
Texas
$39K +$39.3K +1,450 New
AF
90
Allworth Financial
California
$35K
FGAM
91
Financial Gravity Asset Management
Texas
$27K
CAAS
92
Capital Asset Advisory Services
Michigan
$26K -$1.3K -48 -5%
FNBOSM
93
First National Bank of South Miami
Florida
$22K
IWA
94
IBEX Wealth Advisors
New Jersey
$5K +$4.59K +169 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$2K +$54 +2 +3%
SWM
96
Spire Wealth Management
Virginia
$1K
BlackRock
97
BlackRock
New York
$1K +$1.22K +45 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
-$450K -16,635 Closed
ASN
99
Advisory Services Network
Georgia
-$9K -351 Closed
LWP
100
Lumature Wealth Partners
Georgia
-$3K -99 Closed