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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$1.02M
SCG
152
Sonata Capital Group
Washington
$993K +$102K +4,297 +11%
EWA
153
EP Wealth Advisors
California
$963K -$833 -35 -0.1%
CWM
154
Cabot Wealth Management
Massachusetts
$955K +$89.8K +3,772 +10%
4WM
155
4J Wealth Management
Virginia
$948K +$42.4K +1,780 +5%
HS
156
Horan Securities
United States
$942K +$942K +39,564 New
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$933K -$209K -8,764 -18%
BSAM
158
Blue Square Asset Management
New York
$922K -$932K -39,164 Closed
BC
159
Barrett & Company
Rhode Island
$911K +$1.48K +62 +0.2%
RFN
160
Redwood Financial Network
Ohio
$889K +$54.6K +2,295 +7%
BSSFA
161
Baron Silver Stevens Financial Advisors
Florida
$868K
MFG
162
Mendota Financial Group
Wisconsin
$863K +$304K +12,782 +54%
PAG
163
Private Advisor Group
New Jersey
$860K +$435K +18,257 +102%
RSWM
164
Robertson Stephens Wealth Management
California
$835K
TCCM
165
Timber Creek Capital Management
Massachusetts
$827K +$24.9K +1,045 +3%
BONH
166
Bank of New Hampshire
New Hampshire
$814K +$11.9K +500 +1%
BFG
167
Beacon Financial Group
Texas
$813K +$278K +11,692 +52%
BEI
168
Benjamin Edwards Inc
Missouri
$772K -$65.8K -2,762 -8%
MML Investors Services
169
MML Investors Services
Massachusetts
$769K -$94.3K -3,960 -11%
CFS
170
Cannon Financial Strategists
Georgia
$767K +$41.3K +1,734 +6%
RFC
171
Regions Financial Corp
Alabama
$758K +$227K +9,546 +43%
ICG
172
InterOcean Capital Group
Tennessee
$739K +$103K +4,318 +16%
SAG
173
SageView Advisory Group
California
$729K +$312K +13,103 New
SF
174
Safeguard Financial
Wisconsin
$711K +$416K +17,491 +141%
CTA
175
Chesley Taft & Associates
Illinois
$686K +$152K +6,400 +29%