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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
176
Chesley Taft & Associates
Illinois
$537K +$524K +22,434 New
AGP
177
Autumn Glory Partners
Texas
$535K +$16.6K +712 +3%
RFC
178
Regions Financial Corp
Alabama
$534K +$56.6K +2,425 +12%
SWC
179
Spectrum Wealth Counsel
Indiana
$500K +$487K +20,879 New
1WM
180
1900 Wealth Management
Texas
$497K
DP
181
Dearborn Partners
Illinois
$493K +$1.8K +77 +0.4%
TFS
182
Thoroughbred Financial Services
Tennessee
$480K +$147K +6,320 +46%
RWM
183
Ritholtz Wealth Management
New York
$478K
ECM
184
Exchange Capital Management
Michigan
$473K
AMM
185
American Money Management
California
$473K +$537 +23 +0.1%
LF
186
Lee Financial
Texas
$465K
RWP
187
Reliant Wealth Planning
Kentucky
$461K +$161K +6,904 +56%
B
188
Bellecapital
Switzerland
$443K +$432K +18,503 New
SWP
189
Summit Wealth Partners
Florida
$439K +$64.9K +2,782 +18%
CIA
190
Covington Investment Advisors
Pennsylvania
$436K +$425K +18,200 New
SG
191
Strid Group
Pennsylvania
$429K +$418K +17,921 New
PAG
192
Private Advisor Group
New Jersey
$428K -$1.84M -78,831 -82%
PJSIMP
193
P.J. Schmidt Investment Management (PJS)
Wisconsin
$427K +$93.5K +4,007 +29%
MAS
194
Madden Advisory Services
Florida
$416K +$406K +17,399 New
RSWA
195
Robinson Smith Wealth Advisors
Maine
$415K +$405K +17,335 New
RRA
196
Round Rock Advisors
Connecticut
$414K +$404K +17,318 New
DWA
197
Delap Wealth Advisory
Oregon
$407K +$397K +16,996 New
CIAS
198
CFS Investment Advisory Services
New Jersey
$405K -$87.6K -3,754 -18%
Harris Associates
199
Harris Associates
Illinois
$379K +$369K +15,825 New
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$374K +$364K +15,612 New