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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$1.35M -$531K -22,021 -28%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$1.35M +$507K +21,020 +61%
JWCA
153
J.W. Cole Advisors
Florida
$1.32M +$1.31M +54,300 New
VA
154
Valmark Advisers
Ohio
$1.32M
ACS
155
Archford Capital Strategies
Illinois
$1.31M -$34.1K -1,413 -3%
PCIA
156
Prime Capital Investment Advisors
Kansas
$1.31M +$150K +6,242 +13%
PAG
157
Private Advisor Group
New Jersey
$1.31M +$139K +5,768 +12%
CWM
158
Cabot Wealth Management
Massachusetts
$1.29M +$65.3K +2,708 +5%
FMWA
159
Forvis Mazars Wealth Advisors
Missouri
$1.26M -$1.29M -53,531 Closed
ACM
160
Arcataur Capital Management
Wisconsin
$1.25M +$108K +4,465 +10%
MFG
161
Mendota Financial Group
Wisconsin
$1.25M +$352K +14,620 +40%
EW
162
Element Wealth
Mississippi
$1.22M +$464K +19,234 +62%
MIH
163
Meitav Investment House
Israel
$1.21M -$96.1K -3,986 -7%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$1.18M +$136K +5,643 +13%
JIR
165
James Investment Research
Ohio
$1.13M -$82.9K -3,441 -7%
HBT
166
Heartland Bank & Trust
Illinois
$1.12M +$337K +14,002 +44%
MSWM
167
McGlone Suttner Wealth Management
Wisconsin
$1.08M +$160K +6,654 +18%
APW
168
Austin Private Wealth
Texas
$1.08M -$925K -38,402 Closed
HS
169
Horan Securities
United States
$1.06M -$52.4K -2,173 -5%
MBT
170
Montecito Bank & Trust
California
$1.06M +$354K +14,698 +51%
CSIA
171
Conrad Siegel Investment Advisors
Pennsylvania
$1.06M +$299K +12,389 +40%
4WM
172
4J Wealth Management
Virginia
$1.05M +$32.2K +1,336 +3%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$1.04M +$41.5K +1,724 +4%
BSAM
174
Blue Square Asset Management
New York
$1.03M +$87.9K +3,647 +9%
RFN
175
Redwood Financial Network
Ohio
$985K +$44.4K +1,844 +5%