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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
$338K +$100K +4,485 +42%
HBT
52
Heartland Bank & Trust
Illinois
$326K +$85.5K +3,818 +35%
RSWM
53
Robertson Stephens Wealth Management
California
$324K -$629K -28,098 -66%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$324K +$14.8K +663 +5%
PA
55
Parallel Advisors
California
$324K +$325K +14,500 New
PAG
56
Private Advisor Group
New Jersey
$308K +$72.4K +3,234 +31%
LFS
57
Littlejohn Financial Services
Oregon
$302K +$46.7K +2,084 +18%
WCM
58
Windsor Capital Management
Arizona
$279K +$9.65K +431 +4%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$242K
SWP
60
Summit Wealth Partners
Florida
$223K
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$211K
Stifel Financial
62
Stifel Financial
Missouri
$211K +$211K +9,437 New
RWM
63
Rialto Wealth Management
New York
$179K
HC
64
Hurley Capital
New York
$173K +$136K +6,091 +369%
OCM
65
Orion Capital Management
California
$165K +$1.34K +60 +0.8%
1L
66
10Elms LLP
Oklahoma
$106K +$13.4K +600 +14%
EWA
67
EP Wealth Advisors
California
$100K -$1.14K -51 -1%
Comerica Bank
68
Comerica Bank
Texas
$96.8K +$97.2K +4,338 New
JP Morgan Chase
69
JP Morgan Chase
New York
$58.7K -$106K -4,729 -64%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$46K -$12.8K -571 -22%
NFSG
71
Newbridge Financial Services Group
Florida
$35.3K
PS
72
Principal Securities
Iowa
$20.1K
BTI
73
Blue Trust Inc
Georgia
$18.4K +$202 +9 +1%
MFT
74
Moisand Fitzgerald Tamayo
Florida
$17.9K
HI
75
Harbour Investments
Wisconsin
$12.5K