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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$117K +$117K +5,230 New
IAIM
102
International Assets Investment Management
Florida
$99.2K +$99.4K +4,445 New
KAS
103
Kestra Advisory Services
Texas
$93.2K +$93.4K +4,176 New
CB
104
CNB Bank
Pennsylvania
$51.2K +$51.3K +2,293 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$41K – – –
AW
106
Avion Wealth
Texas
$36K +$36.1K +1,614 New
NFSG
107
Newbridge Financial Services Group
Florida
$35.3K – – –
CI
108
CX Institutional
Indiana
$21K +$425 +19 +2%
SPIA
109
Steward Partners Investment Advisory
New York
$19.8K – – –
BTI
110
Blue Trust Inc
Georgia
$19.4K +$402 +18 +2%
HBW
111
Hazlett, Burt & Watson
West Virginia
$18K +$380 +17 +2%
MFT
112
Moisand Fitzgerald Tamayo
Florida
$17.9K – – –
HPC
113
HM Payson & Co
Maine
$9.91K – – –
VWA
114
VSM Wealth Advisory
Maryland
$8.88K – – –
FFA
115
Farther Finance Advisors
California
$6.56K – – –
CTWM
116
Cherry Tree Wealth Management
Minnesota
$5.02K – – –
Fidelity Investments
117
Fidelity Investments
Massachusetts
$1.66K +$470 +21 +40%
HI
118
Harbour Investments
Wisconsin
$1.58K -$11.2K -499 -88%
JP Morgan Chase
119
JP Morgan Chase
New York
– -$772K -34,330 Closed
CPRC
120
Consolidated Portfolio Review Corp
New York
– -$522K -23,219 Closed
SIA
121
SkyView Investment Advisors
New Jersey
– -$345K -15,321 Closed
CF
122
Cyr Financial
Illinois
– -$232K -10,334 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$213K -9,477 Closed
PS
124
Principal Securities
Iowa
– -$20.3K -902 Closed
CA
125
Clearstead Advisors
Ohio
– -$4.4K -196 Closed