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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
76
Cornell Pochily Investment Advisors
New York
$1.01M +$92.1K +3,974 +10%
LHC
77
Little House Capital
Massachusetts
$1M +$91.7K +3,954 +10%
FFIC
78
First Fiduciary Investment Counsel
Ohio
$1M +$770K +33,220 +344%
Creative Planning
79
Creative Planning
Kansas
$913K +$30.8K +1,330 +4%
KAS
80
Kestra Advisory Services
Texas
$909K +$514K +22,165 +132%
FNB
81
Farmers National Bank
Kentucky
$875K +$15.6K +674 +2%
RFN
82
Redwood Financial Network
Ohio
$865K +$8.21K +354 +1%
TCCM
83
Timber Creek Capital Management
Massachusetts
$855K +$133K +5,749 +19%
BSAM
84
Blue Square Asset Management
New York
$834K
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$828K +$371K +16,000 +82%
CCM
86
Coldstream Capital Management
Washington
$791K +$785K +33,846 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$761K +$607K +26,175 +409%
PGAM
88
Princeton Global Asset Management
New Jersey
$709K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$692K +$513K +22,138 +296%
ADL
90
Asset Dedication LLC
California
$655K +$22.3K +960 +4%
CWM
91
Cabot Wealth Management
Massachusetts
$628K +$44.7K +1,930 +8%
BSG
92
Black Swift Group
Colorado
$612K +$607K +26,200 New
Mariner
93
Mariner
Kansas
$608K +$20.8K +899 +4%
DWT
94
Dorsey & Whitney Trust
South Dakota
$608K
SWM
95
Segment Wealth Management
Texas
$601K +$172K +7,402 +40%
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$594K +$81.5K +3,517 +16%
RSWM
97
Robertson Stephens Wealth Management
California
$594K
CIAS
98
CFS Investment Advisory Services
New Jersey
$586K +$581K +25,066 New
GHA
99
Granite Harbor Advisors
Texas
$583K +$578K +24,945 New
MIH
100
Meitav Investment House
Israel
$566K -$24.3K -1,049 -4%