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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wealthstar Advisors
Texas
$2.07M +$2.06M +84,942 New
CTA
152
Chesley Taft & Associates
Illinois
$2.04M -$17K -700 -0.8%
RPC
153
Rossmore Private Capital
Connecticut
$2.04M +$459K +18,948 +29%
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$2.02M +$55.4K +2,283 +3%
Corient Private Wealth
155
Corient Private Wealth
Florida
$2.02M -$405K -16,682 -17%
DWM
156
Drive Wealth Management
Utah
$1.99M -$10.5K -435 -0.5%
SFA
157
Sequoia Financial Advisors
Ohio
$1.95M
BlackRock
158
BlackRock
New York
$1.92M +$100K +4,138 +6%
RRA
159
Round Rock Advisors
Connecticut
$1.88M +$2.18K +90 +0.1%
RWM
160
Riverchase Wealth Management
Texas
$1.83M +$376K +15,522 +26%
CP
161
Camelot Portfolios
Ohio
$1.82M -$42.5K -1,752 -2%
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$1.81M +$800 +33 +0%
PAG
163
Private Advisor Group
New Jersey
$1.81M +$29.1K +1,199 +2%
SFB
164
STAR Financial Bank
Indiana
$1.8M -$1.75M -72,368 -49%
CCM
165
Coldstream Capital Management
Washington
$1.8M +$19K +783 +1%
FMWA
166
Forvis Mazars Wealth Advisors
Missouri
$1.78M -$179K -7,392 -9%
AA
167
Addison Advisors
Vermont
$1.77M +$721K +29,730 +69%
BFG
168
Beacon Financial Group
Texas
$1.74M +$327K +13,499 +23%
FFIC
169
First Fiduciary Investment Counsel
Ohio
$1.71M -$40.9K -1,688 -2%
VWM
170
Valley Wealth Managers
New Jersey
$1.71M -$39K -1,608 -2%
SWP
171
Stratos Wealth Partners
Ohio
$1.65M
PSIWM
172
Paradigm Strategies in Wealth Management
Minnesota
$1.65M -$11.3K -467 -0.7%
KPWS
173
Kestra Private Wealth Services
Texas
$1.64M +$187K +7,725 +13%
MIM
174
MTM Investment Management
South Carolina
$1.64M +$479K +19,771 +42%
First Manhattan
175
First Manhattan
New York
$1.56M +$17.6K +725 +1%