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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
151
Summit Wealth Partners
Florida
$315K +$20K +846 +7%
PA
152
Parallel Advisors
California
$315K – – –
OMC
153
Old Mission Capital
Illinois
$308K +$311K +13,138 New
FMWA
154
Forvis Mazars Wealth Advisors
Missouri
$300K – – –
BSSFA
155
Baron Silver Stevens Financial Advisors
Florida
$290K – – –
KTC
156
Kistler-Tiffany Companies
Pennsylvania
$281K -$275K -11,626 -49%
BWM
157
BerganKDV Wealth Management
Minnesota
$278K +$40.7K +1,719 +17%
MA
158
Mutual Advisors
Nebraska
$271K -$805 -34 -0.3%
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269K +$60.8K +2,571 +29%
CWS
160
Cypress Wealth Services
California
$266K -$43.2K -1,826 -14%
MWP
161
Meredith Wealth Planning
Illinois
$265K +$2.41K +102 +0.9%
TB
162
Treynor Bancshares
Iowa
$255K -$66.3K -2,802 -21%
ACA
163
Anchor Capital Advisors
Massachusetts
$233K +$235K +9,935 New
RBC
164
Roble Belko & Company
Pennsylvania
$230K – – –
PB
165
Pinnacle Bancorp
Nebraska
$222K +$174K +7,335 +344%
EW
166
Element Wealth
Mississippi
$212K +$49.8K +2,103 +30%
LSA
167
L & S Advisors
California
$210K +$212K +8,963 New
PWM
168
Perigon Wealth Management
California
$209K +$142 +6 +0.1%
VCM
169
Vigilant Capital Management
Maine
$208K -$24.9K -1,050 -11%
AM
170
Atwater Malick
Pennsylvania
$205K +$207K +8,730 New
HI
171
Harbour Investments
Wisconsin
$170K +$1.61K +68 +0.9%
HWM
172
Horizons Wealth Management
North Carolina
$159K – – –
VNA
173
Valley National Advisers
Pennsylvania
$150K – – –
WFA
174
Wells Financial Advisors
Massachusetts
$135K – – –
OHWP
175
Oak Harbor Wealth Partners
North Carolina
$113K – – –
5 6
7
8 9