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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
201
Redwood Financial Network
Ohio
$1.2M +$56.4K +2,327 +5%
PGAM
202
Princeton Global Asset Management
New Jersey
$1.2M +$85.6K +3,530 +8%
PFM
203
Phillips Financial Management
Indiana
$1.15M +$373K +15,398 +48%
FNB
204
Farmers National Bank
Kentucky
$1.13M +$54K +2,227 +5%
BSSFA
205
Baron Silver Stevens Financial Advisors
Florida
$1.13M +$1.21K +50 +0.1%
BL
206
Balentine LLC
Georgia
$1.12M +$10.6K +439 +1%
FCH
207
Freestone Capital Holdings
Washington
$1.12M
EH
208
Equitable Holdings
New York
$1.12M +$1.11M +45,851 New
4WM
209
4J Wealth Management
Virginia
$1.11M -$43.9K -1,811 -4%
GCG
210
Gilbert Capital Group
Maine
$1.09M +$35.9K +1,482 +3%
AWAU
211
Alliance Wealth Advisors (Utah)
Utah
$1.04M +$1.04M +42,758 New
BSAM
212
Blue Square Asset Management
New York
$1.01M -$19.2K -792 -2%
ATC
213
Adirondack Trust Company
New York
$1.01M +$42K +1,730 +4%
Comerica Bank
214
Comerica Bank
Texas
$1M +$32.8K +1,353 +3%
RFC
215
Regions Financial Corp
Alabama
$990K +$58.5K +2,412 +6%
HW
216
HORAN Wealth
Ohio
$977K +$974K +40,153 New
HAC
217
Harbor Advisory Corp
New Hampshire
$914K +$60.6K +2,500 +7%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$898K +$133K +5,491 +17%
AWM
219
Alterna Wealth Management
Texas
$894K +$3.64K +150 +0.4%
1L
220
10Elms LLP
Oklahoma
$893K +$44.9K +1,850 +5%
TCCM
221
Timber Creek Capital Management
Massachusetts
$890K -$8.85K -365 -1%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$878K +$111K +4,583 +15%
DAS
223
Diversify Advisory Services
Utah
$861K +$47.6K +1,962 +6%
FIB
224
First Interstate Bank
Montana
$857K
MIFH
225
Migdal Insurance & Financial Holdings
Israel
$854K +$1.02K +42 +0.1%