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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
76
Confluence Investment Management
Missouri
$4.01M -$34.4K -1,455 -0.9%
DSA
77
Droms Strauss Advisors
Missouri
$3.88M +$140K +5,912 +4%
KF
78
Krilogy Financial
Missouri
$3.86M +$30.1K +1,274 +0.8%
SG
79
Strid Group
Pennsylvania
$3.79M +$2.07M +87,365 +121%
NA
80
NewEdge Advisors
Louisiana
$3.79M +$97.6K +4,128 +3%
NG
81
Northstar Group
New York
$3.46M – – –
MSRI
82
Michael S. Ryan Inc
New York
$3.35M +$6.6K +279 +0.2%
AF
83
Allworth Financial
California
$3.26M +$597K +25,226 +23%
CA
84
CGN Advisors
Kansas
$3.22M +$221K +9,346 +7%
PA
85
Parallel Advisors
California
$3.21M +$61.8K +2,614 +2%
ADL
86
Asset Dedication LLC
California
$3.19M -$2.22K -94 -0.1%
SWA
87
Sax Wealth Advisors
New Jersey
$3.06M +$582K +24,595 +24%
CTWM
88
Cherry Tree Wealth Management
Minnesota
$3.04M +$410K +17,348 +16%
MGIA
89
Matthew Goff Investment Advisor
Texas
$3.02M -$24.4K -1,031 -0.8%
CA
90
Clearstead Advisors
Ohio
$3.02M +$3.01M +127,159 New
FBB
91
Fulton Breakefield Broenniman
Maryland
$3.01M +$39.1K +1,653 +1%
VWMG
92
Virginia Wealth Management Group
Virginia
$3.01M -$3.01M -127,120 Closed
WI
93
WrapManager Inc
California
$3M +$258K +10,894 +9%
EPW
94
Evergreen Private Wealth
Colorado
$2.92M -$23.6K -996 -0.8%
FWMM
95
Foundation Wealth Management (Missouri)
Missouri
$2.87M +$47.2K +1,995 +2%
PWP
96
Precedent Wealth Partners
Texas
$2.84M +$380K +16,051 +16%
FCM
97
Fortis Capital Management
Washington
$2.81M +$944K +39,927 +51%
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.79M +$89.7K +3,791 +3%
IWC
99
Integrated Wealth Concepts
Massachusetts
$2.65M -$33.9K -1,432 -1%
FA
100
FF Advisors
California
$2.64M -$28.9K -1,223 -1%
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