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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Bullock Wealth Management
Indiana
$352K +$116K +5,184 +49%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$352K +$5.17K +231 +1%
Stifel Financial
78
Stifel Financial
Missouri
$350K +$75.7K +3,387 +28%
MFA
79
Mayflower Financial Advisors
Massachusetts
$350K +$350K +15,662 New
OCM
80
Orion Capital Management
California
$312K – – –
TC
81
TFR Capital
Texas
$307K – – –
BSSFA
82
Baron Silver Stevens Financial Advisors
Florida
$299K – – –
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$299K +$299K +13,378 New
PFA
84
Pure Financial Advisors
California
$292K +$293K +13,104 New
MAS
85
Madden Advisory Services
Florida
$245K +$39.7K +1,775 +19%
WIA
86
World Investment Advisors
California
$244K +$244K +10,930 New
WCM
87
Windsor Capital Management
Arizona
$243K -$27.4K -1,226 -10%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$242K – – –
HNW
89
High Note Wealth
Minnesota
$239K +$160K +7,162 +202%
ATPW
90
Ashton Thomas Private Wealth
Arizona
$231K – – –
QCM
91
Quantinno Capital Management
New York
$231K – – –
HFA
92
High Falls Advisors
New York
$229K +$229K +10,248 New
PFM
93
Phillips Financial Management
Indiana
$223K +$224K +10,000 New
LFAS
94
Level Four Advisory Services
Texas
$205K +$205K +9,185 New
T
95
Tableaux
Massachusetts
$203K -$57.4K -2,566 -22%
LWM
96
Liberty Wealth Management
California
$200K +$201K +8,976 New
FF
97
Friedenthal Financial
New Jersey
$166K +$166K +7,424 New
GI
98
GAMMA Investing
California
$162K +$2.88K +129 +2%
Comerica Bank
99
Comerica Bank
Texas
$135K +$40.2K +1,800 +42%
1L
100
10Elms LLP
Oklahoma
$117K – – –