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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
226
Oak Harbor Wealth Partners
North Carolina
$135K – – –
BWL
227
Bogart Wealth LLC
Virginia
$134K +$15K +601 +13%
BC
228
Barrett & Company
Rhode Island
$131K +$47.8K +1,921 +58%
KHC
229
Koesten Hirschmann & Crabtree
Kansas
$124K – – –
PWA
230
Provenance Wealth Advisors
Florida
$121K -$4.26K -171 -3%
MIFH
231
Migdal Insurance & Financial Holdings
Israel
$115K +$115K +4,630 New
BWM
232
Bullock Wealth Management
Indiana
$104K +$104K +4,188 New
KOCAA
233
Knights of Columbus Asset Advisors
Connecticut
$71.7K – – –
FHA
234
First Horizon Advisors
Tennessee
$70.8K – – –
S
235
Sachetta
Massachusetts
$67.7K – – –
PTC
236
Private Trust Company
Ohio
$56.7K +$1.87K +75 +3%
OAJ
237
Ogorek Anthony Joseph
New York
$55K – – –
TC
238
Trust Company
Kansas
$49.9K +$49.8K +2,002 New
PB
239
Pinnacle Bancorp
Nebraska
$49.8K +$49.8K +2,000 New
LB
240
Legacy Bridge
Iowa
$47.3K – – –
RF
241
Robbins Farley
New Hampshire
$44.9K – – –
NP
242
NorthRock Partners
Minnesota
$43.3K +$43.3K +1,740 New
GIA
243
GHP Investment Advisors
Colorado
$40K +$40K +1,608 New
HI
244
Harbour Investments
Wisconsin
$39.9K +$324 +13 +0.8%
FRA
245
Front Row Advisors
California
$39.8K – – –
SPIA
246
Steward Partners Investment Advisory
New York
$39.2K -$20.1K -806 -34%
AGWCA
247
Annis Gardner Whiting Capital Advisors
Florida
$34.9K – – –
SC
248
Stephens Consulting
Michigan
$32.6K – – –
EDRH
249
Edmond de Rothschild Holding
Switzerland
$32K +$20.8K +836 +187%
BlackRock
250
BlackRock
New York
$31.9K +$30.7K +1,234 +2,683%