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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPW
101
Evergreen Private Wealth
Colorado
$3.04M +$32K +1,326 +1%
LIM
102
Leavell Investment Management
Alabama
$2.97M +$764K +31,698 +35%
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$2.95M +$4.36K +181 +0.1%
AI
104
Atria Investments
North Carolina
$2.94M +$229K +9,502 +9%
MFIM
105
Mesirow Financial Investment Management
Illinois
$2.88M +$194K +8,063 +7%
SFS
106
Sowell Financial Services
Arkansas
$2.85M +$1.37M +56,884 +95%
EWM
107
Executive Wealth Management
Michigan
$2.83M +$2.02M +83,946 +260%
GI
108
GAMMA Investing
California
$2.76M +$1.66M +68,752 +154%
FA
109
FF Advisors
California
$2.76M +$64.8K +2,689 +2%
RCA
110
Resonant Capital Advisors
Wisconsin
$2.73M +$2.08M +86,440 +338%
LWL
111
Leo Wealth LLC
Texas
$2.68M +$707K +29,353 +36%
ST
112
Sabal Trust
Florida
$2.63M +$988K +40,977 +61%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$2.62M +$654K +27,129 +34%
QFA
114
Quantum Financial Advisors
California
$2.58M +$156K +6,470 +7%
EWA
115
EP Wealth Advisors
California
$2.57M +$1.58M +65,611 +165%
SP
116
Stonebrook Private
Michigan
$2.55M +$691K +28,670 +38%
LF
117
LifePlan Financial
Minnesota
$2.5M +$42.7K +1,770 +2%
ADL
118
Asset Dedication LLC
California
$2.42M -$845K -35,060 -26%
MA
119
MONECO Advisors
Connecticut
$2.39M +$168K +6,989 +8%
SF
120
Safeguard Financial
Wisconsin
$2.27M +$772K +32,052 +53%
FFG
121
Foundry Financial Group
New Hampshire
$2.26M +$24.5K +1,018 +1%
ABC
122
Associated Banc-Corp
Wisconsin
$2.25M -$10.4K -433 -0.5%
CA
123
Clearstead Advisors
Ohio
$2.18M -$910K -37,776 -30%
JP Morgan Chase
124
JP Morgan Chase
New York
$2.16M +$8.29K +344 +0.4%
PSIWM
125
Paradigm Strategies in Wealth Management
Minnesota
$2M -$1.73M -71,984 Closed