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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$446K +$452K +18,713 New
OMC
77
Old Mission Capital
Illinois
$438K +$444K +18,359 New
SWM
78
Segment Wealth Management
Texas
$437K
FIB
79
First Interstate Bank
Montana
$411K +$416K +17,201 New
Osaic Holdings
80
Osaic Holdings
Arizona
$392K +$36.6K +1,516 +10%
Creative Planning
81
Creative Planning
Kansas
$368K +$372K +15,403 New
KAS
82
Kestra Advisory Services
Texas
$353K +$8.21K +340 +2%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$338K
CWS
84
Cypress Wealth Services
California
$337K
TB
85
Treynor Bancshares
Iowa
$325K
MA
86
MCF Advisors
Kentucky
$301K
JP Morgan Chase
87
JP Morgan Chase
New York
$286K +$290K +11,984 New
HCM
88
Hengehold Capital Management
Ohio
$280K +$283K +11,725 New
MA
89
Mutual Advisors
Nebraska
$259K +$262K +10,836 New
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$250K -$20.3K -839 -7%
RBC
91
Roble Belko & Company
Pennsylvania
$233K
WWM
92
Western Wealth Management
Colorado
$225K
FFIC
93
First Fiduciary Investment Counsel
Ohio
$216K
FPAS
94
Focus Partners Advisor Solutions
Missouri
$205K
HI
95
Harbour Investments
Wisconsin
$167K +$169K +6,986 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$151K +$32.5K +1,345 +27%
BWM
97
BerganKDV Wealth Management
Minnesota
$141K
WFA
98
Wells Financial Advisors
Massachusetts
$137K
APA
99
American Portfolios Advisors
New York
$130K +$5.8K +240 +5%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$128K +$130K +5,389 New