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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPFG
76
Landing Point Financial Group
Ohio
$364K -$97.1K -4,369 -21%
FCH
77
Freestone Capital Holdings
Washington
$349K -$129K -5,810 -27%
MFA
78
Mayflower Financial Advisors
Massachusetts
$347K
BCM
79
Boreal Capital Management
Florida
$341K
KAS
80
Kestra Advisory Services
Texas
$333K +$241K +10,861 +260%
OCM
81
Orion Capital Management
California
$310K
BAM
82
Belpointe Asset Management
Nevada
$308K -$64.7K -2,910 -17%
PFA
83
Pure Financial Advisors
California
$300K +$9.97K +449 +3%
BSSFA
84
Baron Silver Stevens Financial Advisors
Florida
$297K
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$296K
T
86
Tableaux
Massachusetts
$294K +$93K +4,186 +46%
TC
87
TFR Capital
Texas
$289K -$14.8K -668 -5%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$275K +$276K +12,442 New
TFS
89
Thoroughbred Financial Services
Tennessee
$274K -$205K -9,249 -43%
SWASL
90
Spartan Wealth Advisory Services LLC
Michigan
$260K +$261K +11,738 New
WCM
91
Windsor Capital Management
Arizona
$245K +$3.33K +150 +1%
WIA
92
World Investment Advisors
California
$244K +$1.71K +77 +0.7%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$239K
1WM
94
1900 Wealth Management
Texas
$229K +$230K +10,359 New
ATPW
95
Ashton Thomas Private Wealth
Arizona
$229K
QCM
96
Quantinno Capital Management
New York
$229K
LWM
97
Liberty Wealth Management
California
$218K +$19.1K +859 +10%
IWS
98
Intentional Wealth Strategies
Colorado
$208K +$208K +9,384 New
KAS
99
KPP Advisory Services
Kentucky
$207K +$208K +9,340 New
AWA
100
Arkadios Wealth Advisors
Georgia
$205K +$206K +9,250 New