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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
Prosperity Planning
Missouri
$373K – – –
CAN
202
Cetera Advisor Networks
California
$372K -$248K -10,611 -41%
DSC
203
Duncker Streett & Co
Missouri
$365K – – –
MA
204
MKT Advisors
California
$365K +$119K +5,095 +50%
EW
205
Element Wealth
Mississippi
$353K +$49.3K +2,114 +17%
WJA
206
Willis Johnson & Associates
Texas
$336K – – –
USWIA
207
UP Strategic Wealth Investment Advisors
Pennsylvania
$336K +$327K +14,030 New
Baird Financial Group
208
Baird Financial Group
Wisconsin
$330K +$322K +13,777 New
RBC
209
Roble Belko & Company
Pennsylvania
$327K +$35.9K +1,539 +13%
SPWM
210
Straight Path Wealth Management
Michigan
$327K +$318K +13,646 New
Renaissance Technologies
211
Renaissance Technologies
New York
$320K +$312K +13,389 New
APW
212
Austin Private Wealth
Texas
$320K +$312K +13,366 New
OMIC
213
Old Mission Investment Co
Michigan
$319K – – –
AWM
214
Avior Wealth Management
Nebraska
$301K – – –
NDSI
215
Newman Dignan & Sheerar Inc
Rhode Island
$298K +$291K +12,470 New
SF
216
Safeguard Financial
Wisconsin
$296K +$289K +12,366 New
BMM
217
Buffington Mohr McNeal
Idaho
$295K +$288K +12,324 New
MWP
218
Meredith Wealth Planning
Illinois
$275K +$2.01K +86 +0.8%
WCG
219
Weaver Consulting Group
California
$273K +$11.7K +500 +5%
CWS
220
Cypress Wealth Services
California
$271K – – –
PWM
221
Perigon Wealth Management
California
$270K +$54.9K +2,351 +26%
ACA
222
Anchor Capital Advisors
Massachusetts
$269K – – –
TB
223
Treynor Bancshares
Iowa
$264K +$2.66K +114 +1%
PS
224
Principal Securities
Iowa
$263K +$256K +10,972 New
MOS
225
MGO One Seven
Ohio
$262K +$256K +10,960 New