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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
51
Baron Silver Stevens Financial Advisors
Florida
$237K +$238K +10,646 New
PAG
52
Private Advisor Group
New Jersey
$235K +$237K +10,583 New
SIA
53
Summit Investment Advisors
Maryland
$231K +$231K +10,303 New
SWP
54
Summit Wealth Partners
Florida
$222K – – –
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$211K +$918 +41 +0.4%
ASN
56
Advisory Services Network
Georgia
$205K +$207K +9,231 New
RWM
57
Rialto Wealth Management
New York
$178K +$180K +8,018 New
JP Morgan Chase
58
JP Morgan Chase
New York
$164K +$47.6K +2,125 +41%
OCM
59
Orion Capital Management
California
$163K +$164K +7,340 New
EWA
60
EP Wealth Advisors
California
$101K +$102K +4,551 New
1L
61
10Elms LLP
Oklahoma
$92.5K +$93.1K +4,157 New
BWM
62
Bullock Wealth Management
Indiana
$62.7K +$48.3K +2,157 +326%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
HC
64
Hurley Capital
New York
$36.8K +$37K +1,650 New
NFSG
65
Newbridge Financial Services Group
Florida
$35.1K – – –
PS
66
Principal Securities
Iowa
$20.1K – – –
BTI
67
Blue Trust Inc
Georgia
$18.2K +$18.3K +817 New
MFT
68
Moisand Fitzgerald Tamayo
Florida
$17.8K – – –
HI
69
Harbour Investments
Wisconsin
$12.4K +$12.5K +558 New
VHAM
70
Van Hulzen Asset Management
California
$11.1K +$11.2K +500 New
VWA
71
VSM Wealth Advisory
Maryland
$8.85K +$8.91K +398 New
WT
72
Whittier Trust
California
$6.71K +$6.76K +302 New
CTWM
73
Cherry Tree Wealth Management
Minnesota
$5K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$156 +$157 +7 New