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iShares iBonds Dec 2027 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$36.7M
MFWM
2
Motley Fool Wealth Management
Virginia
$33.4M +$24.5M +952,506 +285%
Bank of America
3
Bank of America
North Carolina
$14.3M +$1.55M +60,136 +12%
CIM
4
Confluence Investment Management
Missouri
$12.1M +$220K +8,552 +2%
Stifel Financial
5
Stifel Financial
Missouri
$10.5M -$496K -19,276 -5%
Morgan Stanley
6
Morgan Stanley
New York
$8.01M +$701K +27,276 +10%
Wells Fargo
7
Wells Fargo
California
$7.57M +$826K +32,106 +12%
TF
8
TLWM Financial
Texas
$6.26M
SWMG
9
Signature Wealth Management Group
Georgia
$4M +$55.6K +2,161 +1%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$3.38M +$29.6K +1,153 +0.9%
RJA
11
Raymond James & Associates
Florida
$3.29M +$2.37M +92,263 +267%
UBS Group
12
UBS Group
Switzerland
$3.28M +$127K +4,941 +4%
UCFA
13
United Capital Financial Advisors
Texas
$3.28M -$235K -9,127 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.25M -$105K -4,102 -3%
KF
15
Krilogy Financial
Missouri
$3.02M -$112K -4,353 -4%
LPL Financial
16
LPL Financial
California
$2.57M +$1.62M +62,943 +174%
Ameriprise
17
Ameriprise
Minnesota
$2.42M +$1.89M +73,523 +372%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.08M +$27.9K +1,086 +1%
LF
19
Lee Financial
Texas
$1.96M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.95M +$1.37M +53,182 +243%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.32M +$191K +7,439 +17%
TCCM
22
Timber Creek Capital Management
Massachusetts
$1.26M +$967K +37,610 +346%
CTC
23
Central Trust Company
Missouri
$1.07M +$1.06M +41,357 New
Jane Street
24
Jane Street
New York
$995K -$336K -13,077 -25%
PWS
25
Peloton Wealth Strategists
Indiana
$778K +$437K +17,000 +131%