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iShares iBonds 2027 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$203K +$133 +6 +0.1%
BFP
102
Beacon Financial Planning
Massachusetts
$203K +$204K +9,168 New
MA
103
Mutual Advisors
Nebraska
$202K -$7.03M -316,574 -97%
FF
104
Friedenthal Financial
New Jersey
$162K -$2.33K -105 -1%
AWM
105
Activest Wealth Management
Florida
$149K +$150K +6,740 New
IAIM
106
International Assets Investment Management
Florida
$148K +$50.9K +2,293 +52%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$134K +$135K +6,057 New
GI
108
GAMMA Investing
California
$122K -$38.3K -1,725 -24%
1L
109
10Elms LLP
Oklahoma
$116K
FFA
110
Farther Finance Advisors
California
$111K +$105K +4,741 +1,613%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$66.3K -$49.4K -2,222 -42%
SWM
112
Spire Wealth Management
Virginia
$64.3K -$300K -13,506 -82%
GSEP
113
Golden State Equity Partners
California
$60.9K +$61.1K +2,750 New
CB
114
CNB Bank
Pennsylvania
$50.3K -$444 -20 -0.9%
HC
115
Hurley Capital
New York
$46.9K -$4.12M -185,533 -99%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$40.7K
GSWM
117
Golden State Wealth Management
California
$37.8K +$37.9K +1,707 New
NFSG
118
Newbridge Financial Services Group
Florida
$35K
NF
119
Napier Financial
Massachusetts
$34.2K +$34.3K +1,546 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$22.8K +$21.2K +956 +1,292%
CI
121
CX Institutional
Indiana
$21K +$200 +9 +1%
SPIA
122
Steward Partners Investment Advisory
New York
$19.7K
BTI
123
Blue Trust Inc
Georgia
$19.5K +$178 +8 +0.9%
HBW
124
Hazlett, Burt & Watson
West Virginia
$18K +$133 +6 +0.8%
MFT
125
Moisand Fitzgerald Tamayo
Florida
$17.7K