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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
126
Fortis Capital Management
Washington
$2.89M -$215K -8,952 -7%
Mariner
127
Mariner
Kansas
$2.87M +$636K +26,433 +29%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.85M +$269K +11,171 +10%
PWP
129
Precedent Wealth Partners
Texas
$2.73M -$300K -12,468 -10%
IF
130
Ironwood Financial
Arizona
$2.67M +$393K +16,333 +17%
FA
131
FF Advisors
California
$2.67M +$98.3K +4,088 +4%
JP Morgan Chase
132
JP Morgan Chase
New York
$2.64M +$235K +9,781 +10%
LF
133
LifePlan Financial
Minnesota
$2.61M +$81.3K +3,380 +3%
MAS
134
Madden Advisory Services
Florida
$2.57M +$224K +9,304 +10%
UCFA
135
United Capital Financial Advisors
Texas
$2.51M +$271K +11,271 +12%
MSRI
136
Michael S. Ryan Inc
New York
$2.48M -$940K -39,102 -28%
FFG
137
Foundry Financial Group
New Hampshire
$2.46M +$207K +8,601 +9%
PCIA
138
Prime Capital Investment Advisors
Kansas
$2.42M +$1.04M +43,199 +76%
ABC
139
Associated Banc-Corp
Wisconsin
$2.4M +$69K +2,869 +3%
HBT
140
Heartland Bank & Trust
Illinois
$2.4M +$457K +19,000 +24%
VA
141
Valmark Advisers
Ohio
$2.29M
CA
142
Clearstead Advisors
Ohio
$2.24M -$215K -8,931 -9%
SMC
143
Smith, Moore & Co
Missouri
$2.2M -$55.3K -2,298 -2%
CPIA
144
Cornell Pochily Investment Advisors
New York
$2.15M +$691K +28,725 +48%
DWM
145
Drive Wealth Management
Utah
$2.03M +$2.02M +83,931 New
CIA
146
Covington Investment Advisors
Pennsylvania
$2.02M +$61.8K +2,570 +3%
CP
147
Camelot Portfolios
Ohio
$1.98M +$515K +21,413 +35%
RRA
148
Round Rock Advisors
Connecticut
$1.91M +$106K +4,411 +6%
CCM
149
Coldstream Capital Management
Washington
$1.91M +$268K +11,124 +16%
NEPWA
150
New England Private Wealth Advisors
Massachusetts
$1.79M +$591K +24,560 +50%