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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sightline Wealth Advisors
Connecticut
$4.5M +$1.17M +48,586 +36%
CBT
102
Crews Bank & Trust
Florida
$4.44M +$223K +9,240 +5%
VWMG
103
Virginia Wealth Management Group
Virginia
$4.35M +$108K +4,480 +3%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$4.29M +$4.26M +176,746 New
TF
105
TLWM Financial
Texas
$4.28M -$104K -4,305 -2%
HW
106
Hancock Whitney
Mississippi
$4.25M +$4.22M +174,933 New
CTWM
107
Cherry Tree Wealth Management
Minnesota
$4.21M +$74.6K +3,093 +2%
MYLI
108
Meiji Yasuda Life Insurance
Japan
$4.2M +$4.17M +173,000 New
MWM
109
Modern Wealth Management
Kansas
$4.03M +$1.02M +42,175 +34%
SFS
110
Sowell Financial Services
Arkansas
$4.02M -$35.9K -1,489 -0.9%
FBB
111
Fulton Breakefield Broenniman
Maryland
$3.97M +$112K +4,645 +3%
CIM
112
Confluence Investment Management
Missouri
$3.95M -$14.9K -616 -0.4%
QFA
113
Quantum Financial Advisors
California
$3.83M +$610K +25,287 +19%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$3.78M +$20.4K +846 +0.5%
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.7M +$44.8K +1,858 +1%
HBT
116
Heartland Bank & Trust
Illinois
$3.65M +$1.24M +51,475 +52%
MAS
117
Madden Advisory Services
Florida
$3.59M +$1.01M +41,812 +39%
SFB
118
STAR Financial Bank
Indiana
$3.56M +$206K +8,530 +6%
WI
119
WrapManager Inc
California
$3.46M +$64.2K +2,661 +2%
JP Morgan Chase
120
JP Morgan Chase
New York
$3.42M +$766K +31,756 +29%
MA
121
MONECO Advisors
Connecticut
$3.39M +$205K +8,477 +6%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M +$474K +19,642 +17%
BFIM
123
Beese Fulmer Investment Management
Ohio
$3.33M +$3.31M +137,261 New
EPW
124
Evergreen Private Wealth
Colorado
$3.32M +$176K +7,276 +6%
RF
125
Robbins Farley
New Hampshire
$3.12M +$189K +7,824 +6%