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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
126
Precedent Wealth Partners
Texas
$3.05M +$310K +12,848 +11%
MGIA
127
Matthew Goff Investment Advisor
Texas
$3.01M -$98.7K -4,091 -3%
FWMM
128
Foundation Wealth Management (Missouri)
Missouri
$2.99M -$38.3K -1,589 -1%
SP
129
Stonebrook Private
Michigan
$2.95M +$46.3K +1,921 +2%
Mariner
130
Mariner
Kansas
$2.8M -$83.1K -3,444 -3%
FA
131
FF Advisors
California
$2.78M +$94.1K +3,899 +4%
VA
132
Valmark Advisers
Ohio
$2.77M
FCM
133
Fortis Capital Management
Washington
$2.7M -$199K -8,234 -7%
IF
134
Ironwood Financial
Arizona
$2.67M
LF
135
LifePlan Financial
Minnesota
$2.59M -$27.3K -1,133 -1%
UCFA
136
United Capital Financial Advisors
Texas
$2.55M +$32.2K +1,336 +1%
CPIA
137
Cornell Pochily Investment Advisors
New York
$2.53M +$375K +15,527 +17%
MSRI
138
Michael S. Ryan Inc
New York
$2.53M +$42.8K +1,773 +2%
ABC
139
Associated Banc-Corp
Wisconsin
$2.53M +$114K +4,738 +5%
Corient Private Wealth
140
Corient Private Wealth
Florida
$2.42M +$2.4M +99,514 New
FFG
141
Foundry Financial Group
New Hampshire
$2.34M -$122K -5,054 -5%
CA
142
Clearstead Advisors
Ohio
$2.17M -$76.2K -3,160 -3%
SMC
143
Smith, Moore & Co
Missouri
$2.14M -$69.8K -2,891 -3%
CIA
144
Covington Investment Advisors
Pennsylvania
$2.08M +$52.8K +2,189 +3%
GWCM
145
Godshalk Welsh Capital Management
Pennsylvania
$2.08M +$309K +12,800 +18%
CTA
146
Chesley Taft & Associates
Illinois
$2.06M +$333K +13,800 +19%
DWM
147
Drive Wealth Management
Utah
$1.99M -$42.9K -1,780 -2%
MSWM
148
McGlone Suttner Wealth Management
Wisconsin
$1.96M +$302K +12,522 +18%
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$1.95M +$323K +13,368 +20%
SFA
150
Sequoia Financial Advisors
Ohio
$1.94M +$1.93M +80,005 New