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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
176
Knights of Columbus Asset Advisors
Connecticut
$85.9K
PFM
177
Phillips Financial Management
Indiana
$84.5K +$260 +11 +0.3%
SF
178
Safeguard Financial
Wisconsin
$80K +$80.9K +3,420 New
GWM
179
Geneos Wealth Management
Colorado
$79.8K
BC
180
Bartlett & Co
Ohio
$59K +$59.2K +2,500 New
BCWM
181
Bartlett & Co Wealth Management
Ohio
$58.7K +$59.2K +2,500 New
PA
182
PSI Advisors
Florida
$58.5K
OAJ
183
Ogorek Anthony Joseph
New York
$54K +$55.3K +2,338 New
SC
184
Stephens Consulting
Michigan
$32.6K +$308 +13 +0.9%
GRP
185
Global Retirement Partners
California
$29.8K +$189 +8 +0.6%
PTC
186
Private Trust Company
Ohio
$26.4K
CIAS
187
Capital Investment Advisory Services
North Carolina
$25.4K +$25.6K +1,082 New
M
188
MOTCO
Texas
$23.2K
AAG
189
Armstrong Advisory Group
Massachusetts
$20.1K
SS
190
Sunbelt Securities
Texas
$19.4K +$47 +2 +0.2%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$18.9K
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$12.5K +$12.5K +530 New
AA
193
Addison Advisors
Vermont
$7.04K +$7.1K +300 New
Fidelity Investments
194
Fidelity Investments
Massachusetts
$5.38K -$663 -28 -11%
MLA
195
MB, Levis & Associates
Pennsylvania
$4.58K +$47 +2 +1%
BlackRock
196
BlackRock
New York
$3.29K
TRCT
197
Tower Research Capital (TRC)
New York
$2.35K +$2.37K +100 New
AWA
198
Alaska Wealth Advisors
Alaska
$6
VFA
199
Valeo Financial Advisors
Indiana
-$38.6K -38,613 Closed
WCP
200
Wick Capital Partners
Pennsylvania
-$315K -13,229 Closed