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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
126
Leavell Investment Management
Alabama
$614K +$619K +26,155 New
DWT
127
Dorsey & Whitney Trust
South Dakota
$610K
MSWM
128
McGlone Suttner Wealth Management
Wisconsin
$609K +$230K +9,714 +60%
FIB
129
First Interstate Bank
Montana
$606K
ADL
130
Asset Dedication LLC
California
$598K -$53.1K -2,243 -8%
IF
131
Ironwood Financial
Arizona
$561K +$34.3K +1,450 +6%
CIAS
132
CFS Investment Advisory Services
New Jersey
$534K -$64.6K -2,728 -11%
AF
133
Allworth Financial
California
$514K -$29.9K -1,264 -5%
AMM
134
American Money Management
California
$489K -$1.02K -43 -0.2%
CA
135
Cetera Advisors
Colorado
$481K +$31.4K +1,327 +7%
1WM
136
1900 Wealth Management
Texas
$478K +$482K +20,356 New
CAN
137
Cetera Advisor Networks
California
$467K -$68.4K -2,892 -13%
ECM
138
Exchange Capital Management
Michigan
$465K -$16.5K -698 -3%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$459K +$175K +7,377 +61%
CWM
140
Cornerstone Wealth Management
Missouri
$458K +$29.1K +1,229 +7%
CCM
141
Crew Capital Management
Ohio
$450K +$453K +19,162 New
RWM
142
Ritholtz Wealth Management
New York
$422K
RFC
143
Regions Financial Corp
Alabama
$416K +$184K +7,789 +78%
ICG
144
InterOcean Capital Group
Tennessee
$394K +$102K +4,318 +35%
OCAM
145
Onex Canada Asset Management
Ontario, Canada
$376K
AGP
146
Autumn Glory Partners
Texas
$358K +$360K +15,230 New
BC
147
Barrett & Company
Rhode Island
$346K +$190K +8,039 +120%
TFS
148
Thoroughbred Financial Services
Tennessee
$330K +$25.2K +1,063 +8%
WJA
149
Willis Johnson & Associates
Texas
$330K -$8.88K -375 -3%
EWA
150
EP Wealth Advisors
California
$323K -$792K -33,477 -32%