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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$718K +$235K +10,528 +49%
PA
52
Parallel Advisors
California
$718K +$204K +9,125 +40%
TCCM
53
Timber Creek Capital Management
Massachusetts
$690K +$691K +30,894 New
APW
54
Austin Private Wealth
Texas
$679K +$2.86K +128 +0.4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$664K +$313K +14,003 +89%
KFAA
56
Klaas Financial Asset Advisors
Illinois
$565K +$89.3K +3,995 +19%
GRP
57
Global Retirement Partners
California
$563K +$3.62K +162 +0.6%
KCA
58
Kastel Capital Advisors
Massachusetts
$553K +$554K +24,762 New
FIA
59
Foundations Investment Advisors
Arizona
$524K +$525K +23,465 New
Creative Planning
60
Creative Planning
Kansas
$517K +$518K +23,168 New
GVAG
61
Great Valley Advisor Group
Delaware
$510K +$511K +22,871 New
TFS
62
Thoroughbred Financial Services
Tennessee
$483K -$149K -6,669 -24%
FCH
63
Freestone Capital Holdings
Washington
$481K +$32.2K +1,440 +7%
GPA
64
Guidance Point Advisors
Massachusetts
$481K +$231K +10,317 +92%
LPFG
65
Landing Point Financial Group
Ohio
$465K -$58.2K -2,602 -11%
HSG
66
Helen Stephens Group
Texas
$456K +$115K +5,134 +34%
RSEWM
67
River's Edge Wealth Management
Pennsylvania
$429K +$432K +19,310 New
WWM
68
Walser Wealth Management
Florida
$414K +$415K +18,555 New
CL
69
COWA LLC
Oklahoma
$394K +$395K +17,650 New
HGA
70
Hobbs Group Advisors
South Carolina
$383K +$384K +17,173 New
BAM
71
Belpointe Asset Management
Nevada
$376K +$148K +6,603 +65%
LFS
72
Littlejohn Financial Services
Oregon
$373K +$100K +4,488 +37%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$368K +$93.9K +4,200 +34%
SWM
74
Spire Wealth Management
Virginia
$366K +$234K +10,466 +176%
BCM
75
Boreal Capital Management
Florida
$366K