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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Phillips Financial Management
226
Phillips Financial Management
Indiana
USD 188 k +USD 1.75 k +79 +0.9%
Mather Group
227
Mather Group
Illinois
USD 169 k +USD 169 k +7,639 Nuevas
APFP
228
Action Point Financial Planning
Michigan
USD 159 k +USD 160 k +7,199 Nuevas
Farther Finance Advisors
229
Farther Finance Advisors
California
USD 150 k +USD 51.1 k +2,303 +51%
Cherry Tree Wealth Management
230
Cherry Tree Wealth Management
Minnesota
USD 134 k – – –
Hills Bank & Trust
231
Hills Bank & Trust
Iowa
USD 120 k +USD 1.91 k +86 +2%
Key Financial Inc
232
Key Financial Inc
Pennsylvania
USD 108 k +USD 108 k +4,885 Nuevas
CNB Bank
233
CNB Bank
Pennsylvania
USD 98.3 k +USD 3.84 k +173 +4%
Bogart Wealth LLC
234
Bogart Wealth LLC
Virginia
USD 74.5 k +USD 44 +2 +0.1%
First PREMIER Bank
235
First PREMIER Bank
South Dakota
USD 68 k – – –
US Bancorp
236
US Bancorp
Minnesota
USD 67.5 k – – –
NBH Bank
237
NBH Bank
Colorado
USD 61.4 k +USD 61.5 k +2,773 Nuevas
Hara Capital
238
Hara Capital
Washington
USD 58.5 k – – –
LAMC
239
Longview Asset Management (California)
California
USD 56.3 k +USD 56.4 k +2,542 Nuevas
IFG Advisory
240
IFG Advisory
Georgia
USD 53.1 k +USD 53.2 k +2,400 Nuevas
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
USD 50.9 k +USD 12.6 k +569 +33%
Atlantic Union Bankshares
242
Atlantic Union Bankshares
Virginia
USD 50.2 k +USD 26 k +1,174 +107%
MCF Advisors
243
MCF Advisors
Kentucky
USD 50 k +USD 21 k +949 +73%
Blue Trust Inc
244
Blue Trust Inc
Georgia
USD 47.1 k +USD 47.2 k +2,127 Nuevas
MWM
245
Mascoma Wealth Management
New Hampshire
USD 43.9 k – – –
AE Wealth Management
246
AE Wealth Management
Kansas
USD 42.7 k – – –
Clearstead Trust
247
Clearstead Trust
Maine
USD 29.4 k – – –
Private Trust Company
248
Private Trust Company
Ohio
USD 25.7 k – – –
Fidelity Investments
249
Fidelity Investments
Massachusetts
USD 25 k +USD 444 +20 +2%
Old Second National Bank of Aurora
250
Old Second National Bank of Aurora
Illinois
USD 20.2 k – – –
7 8 9
10
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