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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$1.83M +$17.5K +725 +1%
OMC
177
Old Mission Capital
Illinois
$1.82M +$1.82M +75,182 New
BC
178
Barrett & Company
Rhode Island
$1.8M +$272K +11,229 +18%
WI
179
WrapManager Inc
California
$1.77M -$186K -7,675 -9%
MBT
180
Montecito Bank & Trust
California
$1.77M +$6.8K +281 +0.4%
CA
181
Clearstead Advisors
Ohio
$1.71M -$40.3K -1,664 -2%
SWM
182
Segment Wealth Management
Texas
$1.69M +$202K +8,355 +14%
VWM
183
Valley Wealth Managers
New Jersey
$1.67M -$62.5K -2,584 -4%
CSIA
184
Conrad Siegel Investment Advisors
Pennsylvania
$1.66M +$13.9K +574 +0.8%
WA
185
WealthTrust Axiom
Pennsylvania
$1.66M
S
186
SignatureFD
Georgia
$1.63M +$335K +13,838 +26%
BWM
187
Bullock Wealth Management
Indiana
$1.57M +$1.58M +65,207 New
CCM
188
Coldstream Capital Management
Washington
$1.56M -$224K -9,260 -13%
BFG
189
Beacon Financial Group
Texas
$1.54M -$318K -13,142 -17%
AG
190
AlTi Global
New York
$1.54M
ACM
191
Arcataur Capital Management
Wisconsin
$1.51M -$4.96K -205 -0.3%
PGAM
192
Princeton Global Asset Management
New Jersey
$1.49M -$97 -4 -0%
CPW
193
Cove Private Wealth
New York
$1.48M +$702K +29,000 +91%
MFWP
194
Mosaic Family Wealth Partners
Missouri
$1.47M +$292K +12,068 +25%
Citadel Advisors
195
Citadel Advisors
Florida
$1.44M +$1.44M +59,523 New
CFS
196
Cannon Financial Strategists
Georgia
$1.43M +$9.31K +385 +0.7%
DC
197
Davenport & Co
Virginia
$1.41M -$2.03K -84 -0.1%
GAM
198
Gould Asset Management
California
$1.4M +$24.8K +1,025 +2%
RWP
199
Reliant Wealth Planning
Kentucky
$1.39M +$15.5K +640 +1%
OPOWM
200
One Plus One Wealth Management
Florida
$1.38M -$16K -660 -1%