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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
76
Madden Advisory Services
Florida
$207K +$207K +9,215 New
GI
77
GAMMA Investing
California
$160K -$1.15M -51,220 -88%
SWM
78
Spire Wealth Management
Virginia
$134K +$134K +5,947 New
1L
79
10Elms LLP
Oklahoma
$118K +$11.2K +500 +11%
Comerica Bank
80
Comerica Bank
Texas
$95.7K – – –
HNW
81
High Note Wealth
Minnesota
$79.9K +$18K +801 +29%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$41K – – –
NFSG
83
Newbridge Financial Services Group
Florida
$35.5K – – –
PS
84
Principal Securities
Iowa
$20.3K – – –
CI
85
CX Institutional
Indiana
$20K +$20.2K +901 New
SPIA
86
Steward Partners Investment Advisory
New York
$20K – – –
BTI
87
Blue Trust Inc
Georgia
$19.2K +$292 +13 +2%
HBW
88
Hazlett, Burt & Watson
West Virginia
$18K +$17.5K +778 New
MFT
89
Moisand Fitzgerald Tamayo
Florida
$18K – – –
HI
90
Harbour Investments
Wisconsin
$12.8K – – –
HPC
91
HM Payson & Co
Maine
$9.99K +$9.97K +444 New
VWA
92
VSM Wealth Advisory
Maryland
$8.95K – – –
FFA
93
Farther Finance Advisors
California
$6.61K +$6.6K +294 New
CTWM
94
Cherry Tree Wealth Management
Minnesota
$5.06K – – –
CA
95
Clearstead Advisors
Ohio
$4.4K +$4.4K +196 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$1.2K -$269 -12 -18%
BCI
97
Brinker Capital Investments
Pennsylvania
– -$1.23M -54,572 Closed
SPC
98
Sigma Planning Corp
Michigan
– -$789K -35,007 Closed
Jane Street
99
Jane Street
New York
– -$492K -21,816 Closed
MHIC
100
Marble Harbor Investment Counsel
Massachusetts
– -$400K -17,730 Closed