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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
176
Oak Harbor Wealth Partners
North Carolina
$113K – – –
KOCAA
177
Knights of Columbus Asset Advisors
Connecticut
$85.9K – – –
PFM
178
Phillips Financial Management
Indiana
$84.5K +$260 +11 +0.3%
SF
179
Safeguard Financial
Wisconsin
$80K +$80.9K +3,420 New
GWM
180
Geneos Wealth Management
Colorado
$79.8K – – –
BC
181
Bartlett & Co
Ohio
$59K +$59.2K +2,500 New
BCWM
182
Bartlett & Co Wealth Management
Ohio
$58.7K +$59.2K +2,500 New
PA
183
PSI Advisors
Florida
$58.5K – – –
OAJ
184
Ogorek Anthony Joseph
New York
$54K +$55.3K +2,338 New
SC
185
Stephens Consulting
Michigan
$32.6K +$308 +13 +0.9%
GRP
186
Global Retirement Partners
California
$29.8K +$189 +8 +0.6%
PTC
187
Private Trust Company
Ohio
$26.4K – – –
CIAS
188
Capital Investment Advisory Services
North Carolina
$25.4K +$25.6K +1,082 New
M
189
MOTCO
Texas
$23.2K – – –
AAG
190
Armstrong Advisory Group
Massachusetts
$20.1K – – –
SS
191
Sunbelt Securities
Texas
$19.4K +$47 +2 +0.2%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$18.9K – – –
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$12.5K +$12.5K +530 New
AA
194
Addison Advisors
Vermont
$7.04K +$7.1K +300 New
Fidelity Investments
195
Fidelity Investments
Massachusetts
$5.38K -$663 -28 -11%
MLA
196
MB, Levis & Associates
Pennsylvania
$4.58K +$47 +2 +1%
BlackRock
197
BlackRock
New York
$3.29K – – –
TRCT
198
Tower Research Capital (TRC)
New York
$2.35K +$2.37K +100 New
AWA
199
Alaska Wealth Advisors
Alaska
$6 – – –
VFA
200
Valeo Financial Advisors
Indiana
– -$38.6K -38,613 Closed