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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%
OMIC
102
Old Mission Investment Co
Michigan
$219K – – –
WWM
103
Western Wealth Management
Colorado
$217K – – –
IA
104
IFP Advisors
Florida
$210K +$194K +8,139 +1,067%
JP Morgan Chase
105
JP Morgan Chase
New York
$201K -$77.7K -3,252 -27%
CFGS
106
Concourse Financial Group Securities
Alabama
$175K +$55.5K +2,324 +44%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$172K +$141K +5,898 +374%
HI
108
Harbour Investments
Wisconsin
$167K – – –
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$165K +$20.6K +862 +14%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$147K +$24K +1,006 +19%
BWM
111
BerganKDV Wealth Management
Minnesota
$135K – – –
WFA
112
Wells Financial Advisors
Massachusetts
$132K – – –
OHWP
113
Oak Harbor Wealth Partners
North Carolina
$109K – – –
VCM
114
Vigilant Capital Management
Maine
$102K +$91.6K +3,833 +628%
KOCAA
115
Knights of Columbus Asset Advisors
Connecticut
$84K – – –
CCM
116
Cribstone Capital Management
Maine
$83K +$85.8K +3,591 New
GWM
117
Geneos Wealth Management
Colorado
$78K – – –
PFM
118
Phillips Financial Management
Indiana
$57K +$59.1K +2,472 New
HWM
119
Horizons Wealth Management
North Carolina
$56K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$53K – – –
BC
121
Barrett & Company
Rhode Island
$44.4K +$45.4K +1,900 New
AF
122
Allworth Financial
California
$30K – – –
PTC
123
Private Trust Company
Ohio
$26K -$741 -31 -3%
M
124
MOTCO
Texas
$23K – – –
BCPWM
125
Bradley & Co Private Wealth Management
Florida
$22K -$899K -37,644 -98%