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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
151
Baron Silver Stevens Financial Advisors
Florida
$772K
SRC
152
Shufro Rose & Co
New York
$767K
SWP
153
Stratos Wealth Partners
Ohio
$749K
CFS
154
Cannon Financial Strategists
Georgia
$730K +$9.34K +400 +1%
RSWM
155
Robertson Stephens Wealth Management
California
$689K
HH
156
Hilltop Holdings
Texas
$676K +$659K +28,233 New
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$672K +$9.59K +411 +1%
CSPAM
158
Cary Street Partners Asset Management
Virginia
$666K -$39.9K -1,710 -6%
SFO
159
Stokes Family Office
Louisiana
$645K +$210K +9,000 +50%
ICG
160
InterOcean Capital Group
Tennessee
$640K +$50K +2,142 +9%
HAC
161
Harbor Advisory Corp
New Hampshire
$630K
MA
162
Mutual Advisors
Nebraska
$624K +$340K +14,557 +126%
DWT
163
Dorsey & Whitney Trust
South Dakota
$622K
FIB
164
First Interstate Bank
Montana
$618K
SMC
165
Smith, Moore & Co
Missouri
$615K +$600K +25,700 New
PGAM
166
Princeton Global Asset Management
New Jersey
$595K +$40.5K +1,736 +8%
CA
167
Cetera Advisors
Colorado
$595K +$61.9K +2,654 +12%
ADL
168
Asset Dedication LLC
California
$592K -$7.28K -312 -1%
BSG
169
Black Swift Group
Colorado
$589K -$1.03M -44,305 -64%
NC
170
NovaPoint Capital
Georgia
$576K +$314K +13,462 +127%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$567K
Comerica Bank
172
Comerica Bank
Texas
$562K +$220K +9,409 +67%
MFG
173
Mendota Financial Group
Wisconsin
$562K +$548K +23,481 New
CWM
174
Cornerstone Wealth Management
Missouri
$551K +$24.4K +1,044 +5%
BFG
175
Beacon Financial Group
Texas
$537K +$524K +22,457 New