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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
RVW Wealth
California
$357K +$73.2K +2,855 +25%
CWS
77
Cypress Wealth Services
California
$352K
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$352K
TB
79
Treynor Bancshares
Iowa
$339K
MA
80
MCF Advisors
Kentucky
$314K +$323K +12,605 New
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$282K -$5.85K -228 -2%
RBC
82
Roble Belko & Company
Pennsylvania
$244K
WWM
83
Western Wealth Management
Colorado
$236K +$121K +4,716 New
FFIC
84
First Fiduciary Investment Counsel
Ohio
$226K
FPAS
85
Focus Partners Advisor Solutions
Missouri
$214K +$2.54K +99 +1%
TFS
86
Thoroughbred Financial Services
Tennessee
$206K +$103 +4 +0%
BWM
87
BerganKDV Wealth Management
Minnesota
$147K
WFA
88
Wells Financial Advisors
Massachusetts
$143K
APA
89
American Portfolios Advisors
New York
$130K +$71.5K +2,790 +116%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$124K -$14.3K -558 -10%
FPS
91
Fieldpoint Private Securities
Connecticut
$113K
OHWP
92
Oak Harbor Wealth Partners
North Carolina
$106K +$12.3K +481 +13%
KOCAA
93
Knights of Columbus Asset Advisors
Connecticut
$91K
GWM
94
Geneos Wealth Management
Colorado
$84K
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$59.1K +$1.39K +54 +2%
PP
96
Prosperity Planning
Missouri
$47K
ANBT
97
American National Bank & Trust
Texas
$36K
BFEC
98
Benjamin F. Edwards & Company
Missouri
$36K
AF
99
Allworth Financial
California
$32K
M
100
MOTCO
Texas
$25K -$27.3K -1,065 -52%