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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFIC
101
First Fiduciary Investment Counsel
Ohio
$222K +$14.3K +600 +7%
WWM
102
Western Wealth Management
Colorado
$217K
IA
103
IFP Advisors
Florida
$210K +$194K +8,139 +1,067%
JP Morgan Chase
104
JP Morgan Chase
New York
$201K -$77.7K -3,252 -27%
CFGS
105
Concourse Financial Group Securities
Alabama
$175K +$55.5K +2,324 +44%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$172K +$141K +5,898 +374%
HI
107
Harbour Investments
Wisconsin
$167K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$165K +$20.6K +862 +14%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$147K +$24K +1,006 +19%
BWM
110
BerganKDV Wealth Management
Minnesota
$135K
WFA
111
Wells Financial Advisors
Massachusetts
$132K
OHWP
112
Oak Harbor Wealth Partners
North Carolina
$109K
VCM
113
Vigilant Capital Management
Maine
$102K +$91.6K +3,833 +628%
KOCAA
114
Knights of Columbus Asset Advisors
Connecticut
$84K
CCM
115
Cribstone Capital Management
Maine
$83K +$85.8K +3,591 New
GWM
116
Geneos Wealth Management
Colorado
$78K
PFM
117
Phillips Financial Management
Indiana
$57K +$59.1K +2,472 New
HWM
118
Horizons Wealth Management
North Carolina
$56K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$53K
BC
120
Barrett & Company
Rhode Island
$44.4K +$45.4K +1,900 New
AF
121
Allworth Financial
California
$30K
PTC
122
Private Trust Company
Ohio
$26K -$741 -31 -3%
M
123
MOTCO
Texas
$23K
BCPWM
124
Bradley & Co Private Wealth Management
Florida
$22K -$899K -37,644 -98%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$19K -$16.5K -690 -46%