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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIB
251
First Interstate Bank
Montana
$512K
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$503K +$162K +6,374 +48%
RSWA
253
Robinson Smith Wealth Advisors
Maine
$501K +$1.04K +41 +0.2%
SG
254
StoneX Group
New York
$486K +$63.5K +2,497 +15%
SPWM
255
Straight Path Wealth Management
Michigan
$476K +$229 +9 +0%
OC
256
Oppenheimer & Co
New York
$472K +$39.5K +1,554 +9%
SPIA
257
Steward Partners Investment Advisory
New York
$470K +$10.6K +418 +2%
BCPWM
258
Bradley & Co Private Wealth Management
Florida
$441K
CFO
259
CVA Family Office
Colorado
$430K +$1.27K +50 +0.3%
T
260
Tableaux
Massachusetts
$412K +$14.8K +584 +4%
PS
261
Principal Securities
Iowa
$407K +$1.96K +77 +0.5%
AA
262
Ancora Advisors
Ohio
$394K -$29.8K -1,174 -7%
LNB
263
Ledyard National Bank
$388K +$386K +15,204 New
MOS
264
MGO One Seven
Ohio
$380K -$118K -4,638 -24%
SWA
265
Strata Wealth Advisors
Texas
$373K
TCM
266
TABR Capital Management
California
$368K +$4.14K +163 +1%
SQA
267
Simon Quick Advisors
New Jersey
$365K
ASN
268
Advisory Services Network
Georgia
$364K +$51.7K +2,035 +17%
FW
269
FullCircle Wealth
Texas
$363K -$407 -16 -0.1%
MFWP
270
Mosaic Family Wealth Partners
Missouri
$361K +$86.5K +3,402 +32%
BONH
271
Bank of New Hampshire
New Hampshire
$360K +$5.08K +200 +1%
BCV
272
Banque Cantonale Vaudoise
Switzerland
$350K +$81.6K +3,210 +31%
PIMG
273
Patriot Investment Management Group
Tennessee
$349K +$80.3K +3,160 +30%
NA
274
Nestegg Advisors
New York
$349K -$176K -6,941 -34%
WJA
275
Willis Johnson & Associates
Texas
$346K