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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
201
Robinson Smith Wealth Advisors
Maine
$604K
GWCM
202
Godshalk Welsh Capital Management
Pennsylvania
$602K +$328K +13,849 +120%
PGAM
203
Princeton Global Asset Management
New Jersey
$583K +$19.1K +809 +3%
MA
204
Mutual Advisors
Nebraska
$570K -$113K -4,780 -17%
SWC
205
Spectrum Wealth Counsel
Indiana
$564K +$68.6K +2,899 +14%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$552K +$68.3K +2,887 +14%
RSWM
207
Robertson Stephens Wealth Management
California
$551K
CWM
208
Cornerstone Wealth Management
Missouri
$537K -$20.1K -850 -4%
DP
209
Dearborn Partners
Illinois
$535K +$20K +846 +4%
BCM
210
Brookstone Capital Management
Illinois
$519K +$127K +5,362 +33%
TFS
211
Thoroughbred Financial Services
Tennessee
$513K +$80.4K +3,399 +19%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$510K +$172K +7,279 +51%
Comerica Bank
213
Comerica Bank
Texas
$497K -$4.63K -196 -0.9%
IAN
214
Integrated Advisors Network
Texas
$495K +$1.94K +82 +0.4%
1WM
215
1900 Wealth Management
Texas
$493K
PFM
216
Phillips Financial Management
Indiana
$472K +$323K +13,669 +219%
BWM
217
BCS Wealth Management
Tennessee
$466K
Neuberger Berman Group
218
Neuberger Berman Group
New York
$466K +$28.8K +1,217 +7%
LF
219
Lee Financial
Texas
$461K
AWM
220
Alterna Wealth Management
Texas
$459K +$33.3K +1,406 +8%
YWM
221
Yoder Wealth Management
California
$446K
SPWM
222
Straight Path Wealth Management
Michigan
$441K +$116K +4,925 +36%
B
223
Bellecapital
Switzerland
$439K
SWP
224
Summit Wealth Partners
Florida
$426K +$20K +845 +5%
AMM
225
American Money Management
California
$419K -$14.1K -596 -3%