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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
BerganKDV Wealth Management
Minnesota
$237K +$98.5K +4,251 +72%
IF
127
IRON Financial
Illinois
$235K +$233K +10,059 New
RBC
128
Roble Belko & Company
Pennsylvania
$229K – – –
SWP
129
Summit Wealth Partners
Florida
$226K +$224K +9,670 New
CFGS
130
Concourse Financial Group Securities
Alabama
$177K -$997 -43 -0.6%
MCM
131
MV Capital Management
Maryland
$175K +$174K +7,493 New
HI
132
Harbour Investments
Wisconsin
$166K +$3.04K +131 +2%
HWM
133
Horizons Wealth Management
North Carolina
$158K +$101K +4,350 +180%
VNA
134
Valley National Advisers
Pennsylvania
$151K +$148K +6,385 New
BAM
135
Belpointe Asset Management
Nevada
$134K +$133K +5,751 New
WFA
136
Wells Financial Advisors
Massachusetts
$134K – – –
EW
137
Element Wealth
Mississippi
$123K +$122K +5,250 New
VCM
138
Vigilant Capital Management
Maine
$120K +$16.5K +710 +16%
JP Morgan Chase
139
JP Morgan Chase
New York
$117K -$86.5K -3,732 -43%
PIMG
140
Patriot Investment Management Group
Tennessee
$114K +$110K +4,755 New
OHWP
141
Oak Harbor Wealth Partners
North Carolina
$113K +$2.04K +88 +2%
KOCAA
142
Knights of Columbus Asset Advisors
Connecticut
$85.5K – – –
GWM
143
Geneos Wealth Management
Colorado
$79.5K – – –
PFM
144
Phillips Financial Management
Indiana
$57.8K – – –
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
PA
146
PSI Advisors
Florida
$45.1K +$44.7K +1,930 New
BC
147
Barrett & Company
Rhode Island
$44.4K – – –
TCWA
148
Ten Capital Wealth Advisors
Washington
$33.6K +$33.3K +1,437 New
PTC
149
Private Trust Company
Ohio
$26K -$139 -6 -0.5%
M
150
MOTCO
Texas
$23.1K – – –