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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
126
IRON Financial
Illinois
$235K +$233K +10,059 New
RBC
127
Roble Belko & Company
Pennsylvania
$229K
SWP
128
Summit Wealth Partners
Florida
$226K +$224K +9,670 New
CFGS
129
Concourse Financial Group Securities
Alabama
$177K -$997 -43 -0.6%
MCM
130
MV Capital Management
Maryland
$175K +$174K +7,493 New
HI
131
Harbour Investments
Wisconsin
$166K +$3.04K +131 +2%
HWM
132
Horizons Wealth Management
North Carolina
$158K +$101K +4,350 +180%
VNA
133
Valley National Advisers
Pennsylvania
$151K +$148K +6,385 New
BAM
134
Belpointe Asset Management
Nevada
$134K +$133K +5,751 New
WFA
135
Wells Financial Advisors
Massachusetts
$134K
EW
136
Element Wealth
Mississippi
$123K +$122K +5,250 New
VCM
137
Vigilant Capital Management
Maine
$120K +$16.5K +710 +16%
JP Morgan Chase
138
JP Morgan Chase
New York
$117K -$86.5K -3,732 -43%
PIMG
139
Patriot Investment Management Group
Tennessee
$114K +$110K +4,755 New
OHWP
140
Oak Harbor Wealth Partners
North Carolina
$113K +$2.04K +88 +2%
KOCAA
141
Knights of Columbus Asset Advisors
Connecticut
$85.5K
GWM
142
Geneos Wealth Management
Colorado
$79.5K
PFM
143
Phillips Financial Management
Indiana
$57.8K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$54K
PA
145
PSI Advisors
Florida
$45.1K +$44.7K +1,930 New
BC
146
Barrett & Company
Rhode Island
$44.4K
TCWA
147
Ten Capital Wealth Advisors
Washington
$33.6K +$33.3K +1,437 New
PTC
148
Private Trust Company
Ohio
$26K -$139 -6 -0.5%
M
149
MOTCO
Texas
$23.1K
AAG
150
Armstrong Advisory Group
Massachusetts
$20K +$19.8K +855 New