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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.74M +$203K +8,363 +6%
GDP
127
Great Diamond Partners
Maine
$3.7M +$1.18M +48,457 +47%
MA
128
MONECO Advisors
Connecticut
$3.65M +$159K +6,550 +5%
BFIM
129
Beese Fulmer Investment Management
Ohio
$3.64M +$178K +7,336 +5%
EPW
130
Evergreen Private Wealth
Colorado
$3.55M +$260K +10,720 +8%
MW
131
Members Wealth
Pennsylvania
$3.55M +$311K +12,807 +10%
FA
132
FF Advisors
California
$3.54M +$540K +22,240 +18%
BI
133
Breachway Investments
Rhode Island
$3.49M +$3.49M +143,550 New
PWP
134
Precedent Wealth Partners
Texas
$3.39M +$216K +8,901 +7%
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$3.33M -$2.92M -120,226 -47%
WWM
136
WJ Wealth Management
Arizona
$3.32M +$213K +8,748 +7%
FWMM
137
Foundation Wealth Management (Missouri)
Missouri
$3.27M
RFC
138
Regions Financial Corp
Alabama
$3.25M +$2.26M +93,036 +229%
SP
139
Stonebrook Private
Michigan
$3.17M +$118K +4,840 +4%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$43.8K +1,804 +1%
JP Morgan Chase
141
JP Morgan Chase
New York
$2.9M -$1.42M -58,486 -33%
FCM
142
Fortis Capital Management
Washington
$2.78M -$25.7K -1,059 -0.9%
Mariner
143
Mariner
Kansas
$2.77M +$162K +6,649 +6%
SMC
144
Smith, Moore & Co
Missouri
$2.75M +$317K +13,031 +13%
GWCM
145
Godshalk Welsh Capital Management
Pennsylvania
$2.71M +$240K +9,875 +10%
LF
146
LifePlan Financial
Minnesota
$2.67M +$25.9K +1,064 +1%
RWM
147
Riverchase Wealth Management
Texas
$2.65M +$819K +33,717 +45%
CSP
148
Cary Street Partners
Virginia
$2.59M +$1.3M +53,430 +100%
ABC
149
Associated Banc-Corp
Wisconsin
$2.59M -$128K -5,282 -5%
FFG
150
Foundry Financial Group
New Hampshire
$2.58M -$25.5K -1,051 -1%