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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMIC
251
Old Mission Investment Co
Michigan
$406K – – –
PS
252
Principal Securities
Iowa
$404K +$107K +4,246 +36%
T
253
Tableaux
Massachusetts
$395K +$107K +4,249 +38%
IAN
254
Integrated Advisors Network
Texas
$387K +$18.8K +747 +5%
RFG
255
RFP Financial Group
Georgia
$373K -$407K -16,131 -52%
SWA
256
Strata Wealth Advisors
Texas
$372K – – –
SQA
257
Simon Quick Advisors
New Jersey
$363K +$360K +14,299 New
TCM
258
TABR Capital Management
California
$363K +$109K +4,323 +43%
FW
259
FullCircle Wealth
Texas
$363K – – –
BONH
260
Bank of New Hampshire
New Hampshire
$353K +$47.9K +1,900 +16%
WJA
261
Willis Johnson & Associates
Texas
$344K – – –
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$339K +$336K +13,333 New
CWS
263
Cypress Wealth Services
California
$335K – – –
FFP
264
FourThought Financial Partners
Florida
$330K +$327K +12,983 New
VFIC
265
Valley Forge Investment Consultants
Pennsylvania
$329K +$3.73K +148 +1%
NL
266
NWAM LLC
Washington
$326K +$324K +12,859 New
KWS
267
Keystone Wealth Services
California
$326K +$2.22K +88 +0.7%
PJSIMP
268
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K – – –
ASN
269
Advisory Services Network
Georgia
$310K +$67.4K +2,673 +28%
CSIA
270
Conrad Siegel Investment Advisors
Pennsylvania
$308K +$62.3K +2,473 +26%
MW
271
Maia Wealth
Colorado
$299K -$99.8K -3,962 -25%
CPIG
272
Chicago Partners Investment Group
Illinois
$295K – – –
JAG
273
Journey Advisory Group
Kentucky
$292K – – –
MIM
274
Moseley Investment Management
Florida
$285K +$283K +11,224 New
FDCP
275
Foster Dykema Cabot & Partners
Massachusetts
$285K – – –