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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
201
Autumn Glory Partners
Texas
$643K -$10.3K -426 -2%
ATC
202
Adirondack Trust Company
New York
$638K +$214K +8,886 +51%
Bank of New York Mellon
203
Bank of New York Mellon
New York
$635K +$109K +4,532 +21%
DWT
204
Dorsey & Whitney Trust
South Dakota
$634K
PGAM
205
Princeton Global Asset Management
New Jersey
$631K +$32.5K +1,350 +5%
RSWA
206
Robinson Smith Wealth Advisors
Maine
$624K +$3.64K +151 +0.6%
CWM
207
Cornerstone Wealth Management
Missouri
$592K +$40K +1,661 +7%
SWC
208
Spectrum Wealth Counsel
Indiana
$579K
IAN
209
Integrated Advisors Network
Texas
$575K +$65.9K +2,734 +13%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$574K +$7.06K +293 +1%
RSWM
211
Robertson Stephens Wealth Management
California
$566K
DP
212
Dearborn Partners
Illinois
$554K +$4.51K +187 +0.8%
FTUS
213
Flow Traders U.S.
New York
$543K +$537K +22,297 New
PFM
214
Phillips Financial Management
Indiana
$536K +$50K +2,076 +10%
MCM
215
Mattern Capital Management
Colorado
$534K +$528K +21,912 New
TFS
216
Thoroughbred Financial Services
Tennessee
$533K +$6.63K +275 +1%
1WM
217
1900 Wealth Management
Texas
$512K +$5.54K +230 +1%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$500K +$21.7K +900 +5%
SPWM
219
Straight Path Wealth Management
Michigan
$488K +$34.9K +1,449 +8%
MA
220
Mutual Advisors
Nebraska
$485K -$88.5K -3,674 -15%
BWM
221
BCS Wealth Management
Tennessee
$479K
JCM
222
Jacobi Capital Management
Pennsylvania
$477K +$471K +19,563 New
RJT
223
Raymond James Trust
Florida
$477K +$54.9K +2,277 +13%
AWM
224
Alterna Wealth Management
Texas
$475K +$3.3K +137 +0.7%
LF
225
Lee Financial
Texas
$474K +$468K +19,430 New