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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$99.2K +$99.4K +4,445 New
KAS
102
Kestra Advisory Services
Texas
$93.2K +$93.4K +4,176 New
CB
103
CNB Bank
Pennsylvania
$51.2K +$51.3K +2,293 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$41K
AW
105
Avion Wealth
Texas
$36K +$36.1K +1,614 New
NFSG
106
Newbridge Financial Services Group
Florida
$35.3K
CI
107
CX Institutional
Indiana
$21K +$425 +19 +2%
SPIA
108
Steward Partners Investment Advisory
New York
$19.8K
BTI
109
Blue Trust Inc
Georgia
$19.4K +$402 +18 +2%
HBW
110
Hazlett, Burt & Watson
West Virginia
$18K +$380 +17 +2%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$17.9K
HPC
112
HM Payson & Co
Maine
$9.91K
VWA
113
VSM Wealth Advisory
Maryland
$8.88K
FFA
114
Farther Finance Advisors
California
$6.56K
CTWM
115
Cherry Tree Wealth Management
Minnesota
$5.02K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.66K +$470 +21 +40%
HI
117
Harbour Investments
Wisconsin
$1.58K -$11.2K -499 -88%
JP Morgan Chase
118
JP Morgan Chase
New York
-$772K -34,330 Closed
CPRC
119
Consolidated Portfolio Review Corp
New York
-$522K -23,219 Closed
SIA
120
SkyView Investment Advisors
New Jersey
-$345K -15,321 Closed
CF
121
Cyr Financial
Illinois
-$232K -10,334 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$213K -9,477 Closed
PS
123
Principal Securities
Iowa
-$20.3K -902 Closed
CA
124
Clearstead Advisors
Ohio
-$4.4K -196 Closed