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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
226
CVA Family Office
Colorado
$416K +$54.9K +2,185 +15%
IAN
227
Integrated Advisors Network
Texas
$413K +$113K +4,503 +37%
BCPWM
228
Bradley & Co Private Wealth Management
Florida
$406K +$409K +16,286 New
AA
229
Ancora Advisors
Ohio
$402K +$52.5K +2,090 +15%
OC
230
Oppenheimer & Co
New York
$395K +$3.16K +126 +0.8%
SPWM
231
Straight Path Wealth Management
Michigan
$375K +$45.8K +1,825 +14%
KWS
232
Keystone Wealth Services
California
$372K -$7.89K -314 -2%
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$371K +$5.75K +229 +2%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$368K -$128K -5,102 -26%
PJSIMP
235
P.J. Schmidt Investment Management (PJS)
Wisconsin
$366K +$4.97K +198 +1%
SWA
236
Strata Wealth Advisors
Texas
$364K
BMM
237
Buffington Mohr McNeal
Idaho
$347K +$350K +13,944 New
TWC
238
TD Waterhouse Canada
Ontario, Canada
$343K +$273K +10,859 +372%
SPIA
239
Steward Partners Investment Advisory
New York
$337K +$291K +11,570 +585%
PPP
240
Private Portfolio Partners
New Jersey
$331K
SB
241
Strategic Blueprint
Georgia
$331K +$6.71K +267 +2%
CWS
242
Cypress Wealth Services
California
$328K -$31.5K -1,256 -9%
HPC
243
HM Payson & Co
Maine
$318K
HF
244
HRT Financial
New York
$307K +$311K +12,365 New
BONH
245
Bank of New Hampshire
New Hampshire
$304K +$19.7K +785 +7%
DWM
246
DecisionMap Wealth Management
Virginia
$297K +$300K +11,939 New
JAG
247
Journey Advisory Group
Kentucky
$295K
HI
248
Harbour Investments
Wisconsin
$291K +$38.2K +1,522 +15%
RFC
249
Regions Financial Corp
Alabama
$290K +$12.5K +496 +4%
CPIG
250
Chicago Partners Investment Group
Illinois
$290K