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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
101
4J Wealth Management
Virginia
$1.01M +$680K +28,715 +202%
FFIC
102
First Fiduciary Investment Counsel
Ohio
$998K -$2.77K -117 -0.3%
FNB
103
Farmers National Bank
Kentucky
$984K +$43.5K +1,839 +5%
DADC
104
D.A. Davidson & Co
Montana
$973K +$180K +7,616 +23%
LNC
105
Lincoln National Corp
Pennsylvania
$969K +$977K +41,275 New
RFN
106
Redwood Financial Network
Ohio
$944K +$6.67K +282 +0.7%
GHA
107
Granite Harbor Advisors
Texas
$927K +$221K +9,353 +31%
BSAM
108
Blue Square Asset Management
New York
$904K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$885K +$139K +5,891 +19%
SWM
110
Segment Wealth Management
Texas
$811K +$19.4K +820 +2%
BONH
111
Bank of New Hampshire
New Hampshire
$799K +$260K +11,000 +48%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$777K +$2.13K +90 +0.3%
TCCM
113
Timber Creek Capital Management
Massachusetts
$760K -$22.6K -956 -3%
GBWM
114
Granite Bay Wealth Management
New Hampshire
$756K +$525K +22,200 +222%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$753K -$30.1K -1,272 -4%
SRC
116
Shufro Rose & Co
New York
$749K +$754K +31,880 New
PGAM
117
Princeton Global Asset Management
New Jersey
$702K -$10.2K -430 -1%
CFS
118
Cannon Financial Strategists
Georgia
$700K +$705K +29,793 New
CWM
119
Cabot Wealth Management
Massachusetts
$687K +$19.9K +839 +3%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$676K +$682K +28,804 New
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$666K +$672K +28,405 New
RSWM
122
Robertson Stephens Wealth Management
California
$646K
Mariner
123
Mariner
Kansas
$621K +$13.5K +572 +2%
SAG
124
SageView Advisory Group
California
$615K +$413K +17,467 +200%
BEI
125
Benjamin Edwards Inc
Missouri
$615K +$9.68K +409 +2%