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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
126
Ritholtz Wealth Management
New York
$428K
MSWM
127
McGlone Suttner Wealth Management
Wisconsin
$386K +$383K +16,221 New
OCAM
128
Onex Canada Asset Management
Ontario, Canada
$382K
WJA
129
Willis Johnson & Associates
Texas
$344K +$341K +14,425 New
4WM
130
4J Wealth Management
Virginia
$339K +$336K +14,214 New
TB
131
Treynor Bancshares
Iowa
$325K +$1.25K +53 +0.4%
PA
132
Parallel Advisors
California
$320K +$317K +13,420 New
WCP
133
Wick Capital Partners
Pennsylvania
$315K -$78.3K -3,317 -20%
CWS
134
Cypress Wealth Services
California
$313K
TFS
135
Thoroughbred Financial Services
Tennessee
$310K +$10.3K +438 +3%
FMWA
136
Forvis Mazars Wealth Advisors
Missouri
$304K
HCM
137
Howland Capital Management
Massachusetts
$301K +$299K +12,647 New
SWP
138
Summit Wealth Partners
Florida
$300K +$68.8K +2,913 +30%
ICG
139
InterOcean Capital Group
Tennessee
$297K +$295K +12,480 New
BSSFA
140
Baron Silver Stevens Financial Advisors
Florida
$294K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$290K +$233K +9,876 +428%
MA
142
Mutual Advisors
Nebraska
$276K -$13.2K -560 -5%
MWP
143
Meredith Wealth Planning
Illinois
$266K +$1.6K +68 +0.6%
BWM
144
BerganKDV Wealth Management
Minnesota
$242K
GBWM
145
Granite Bay Wealth Management
New Hampshire
$238K +$236K +10,000 New
RFC
146
Regions Financial Corp
Alabama
$237K +$234K +9,926 New
ACA
147
Anchor Capital Advisors
Massachusetts
$237K
VCM
148
Vigilant Capital Management
Maine
$236K +$112K +4,740 +92%
RBC
149
Roble Belko & Company
Pennsylvania
$233K
CFGS
150
Concourse Financial Group Securities
Alabama
$213K +$32.3K +1,367 +18%