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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.92M -$1.09M -49,384 -36%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.86M +$219K +9,912 +13%
FIA
28
Foundations Investment Advisors
Arizona
$1.77M +$569K +25,761 +47%
EW
29
Evexia Wealth
Wisconsin
$1.76M -$806K -36,513 -31%
ASN
30
Advisory Services Network
Georgia
$1.73M +$10.8K +488 +0.6%
WWM
31
Walser Wealth Management
Florida
$1.67M +$569K +25,780 +52%
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.62M +$7.38K +334 +0.5%
PA
33
Parallel Advisors
California
$1.55M +$611K +27,650 +65%
KTM
34
Keeler Thomas Management
Utah
$1.49M -$1.46M -66,208 -50%
CA
35
Centennial Advisors
Texas
$1.35M +$141K +6,364 +12%
Lido Advisors
36
Lido Advisors
California
$1.27M -$567K -25,685 -31%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.23M +$629K +28,461 +105%
SWP
38
Stratos Wealth Partners
Ohio
$1.21M +$214K +9,673 +22%
BFS
39
BridgePort Financial Solutions
Iowa
$1.21M – – –
CFA
40
Collaborative Fund Advisors
Nevada
$1.17M +$1.18M +53,208 New
IA
41
IFP Advisors
Florida
$1.17M -$27.8K -1,257 -2%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$32.3K -1,463 -3%
FAL
43
Focused Alpha LLC
Colorado
$1.06M +$137K +6,198 +15%
APFP
44
Action Point Financial Planning
Michigan
$1.05M +$1.05M +47,732 New
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$999K +$176K +7,946 +21%
HNW
46
High Note Wealth
Minnesota
$975K +$394K +17,857 +68%
HSG
47
Helen Stephens Group
Texas
$964K +$373K +16,876 +63%
LFS
48
Littlejohn Financial Services
Oregon
$947K +$536K +24,271 +130%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$922K -$15.1K -682 -2%
CL
50
COWA LLC
Oklahoma
$910K +$44.2K +2,000 +5%