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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
176
Hilltop Holdings
Texas
$682K +$10K +420 +1%
MA
177
Mutual Advisors
Nebraska
$680K +$59.1K +2,484 +10%
ECM
178
Exchange Capital Management
Michigan
$679K +$209K +8,759 +44%
SFO
179
Stokes Family Office
Louisiana
$641K – – –
HAC
180
Harbor Advisory Corp
New Hampshire
$635K +$8.57K +360 +1%
MAS
181
Madden Advisory Services
Florida
$632K +$218K +9,151 +53%
PI
182
PFG Investments
New York
$632K +$632K +26,544 New
CPRC
183
Consolidated Portfolio Review Corp
New York
$629K +$630K +26,444 New
DWT
184
Dorsey & Whitney Trust
South Dakota
$619K – – –
FIB
185
First Interstate Bank
Montana
$614K – – –
RSWA
186
Robinson Smith Wealth Advisors
Maine
$605K +$193K +8,100 +47%
HBT
187
Heartland Bank & Trust
Illinois
$590K +$591K +24,803 New
GBWM
188
Granite Bay Wealth Management
New Hampshire
$590K +$591K +24,809 New
CSPAM
189
Cary Street Partners Asset Management
Virginia
$589K -$74K -3,110 -11%
APW
190
Austin Private Wealth
Texas
$581K +$266K +11,167 +84%
OMC
191
Old Mission Capital
Illinois
$571K +$572K +24,007 New
PGAM
192
Princeton Global Asset Management
New Jersey
$565K -$26.7K -1,122 -5%
CWM
193
Cornerstone Wealth Management
Missouri
$559K +$11.3K +474 +2%
FNT
194
First National Trust
Pennsylvania
$543K +$543K +22,800 New
GI
195
GAMMA Investing
California
$542K +$542K +22,771 New
CAN
196
Cetera Advisor Networks
California
$537K +$167K +7,010 +45%
AGP
197
Autumn Glory Partners
Texas
$532K – – –
HIA
198
Harbor Investment Advisory
Maryland
$520K +$520K +21,850 New
EW
199
Element Wealth
Mississippi
$517K +$167K +6,994 +47%
DP
200
Dearborn Partners
Illinois
$516K +$25.4K +1,066 +5%
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