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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$232K +$232K +10,487 New
1WM
102
1900 Wealth Management
Texas
$229K
ATPW
103
Ashton Thomas Private Wealth
Arizona
$229K
QCM
104
Quantinno Capital Management
New York
$229K
LFAS
105
Level Four Advisory Services
Texas
$225K +$21.9K +993 +11%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$223K -$51.4K -2,329 -19%
MA
107
Mutual Advisors
Nebraska
$220K +$18.4K +834 +9%
LWM
108
Liberty Wealth Management
California
$218K
WIA
109
World Investment Advisors
California
$217K -$26.7K -1,208 -11%
KAS
110
KPP Advisory Services
Kentucky
$213K +$6.63K +300 +3%
HL
111
HeadInvest LLC
Maine
$206K -$251K -11,375 -55%
WA
112
Waverly Advisors
Alabama
$204K +$204K +9,253 New
AWA
113
Arkadios Wealth Advisors
Georgia
$204K
1L
114
10Elms LLP
Oklahoma
$167K +$50.7K +2,297 +44%
WFG
115
Wormser Freres Gestion
France
$160K +$161K +7,270 New
FF
116
Friedenthal Financial
New Jersey
$156K -$5.34K -242 -3%
AWM
117
Activest Wealth Management
Florida
$149K
IAIM
118
International Assets Investment Management
Florida
$148K
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$134K
SWM
120
Spire Wealth Management
Virginia
$64.4K +$199 +9 +0.3%
IA
121
IFG Advisory
Georgia
$55K +$55K +2,492 New
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$54.4K +$54.4K +2,463 New
HC
123
Hurley Capital
New York
$52.9K +$6.21K +281 +13%
CB
124
CNB Bank
Pennsylvania
$52.4K +$2.21K +100 +4%
GSWM
125
Golden State Wealth Management
California
$38.3K +$552 +25 +1%