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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K +$201K +8,000 New
BL
277
Balentine LLC
Georgia
$200K +$202K +8,051 New
FHA
278
First Horizon Advisors
Tennessee
$200K +$129K +5,152 +178%
PFM
279
Phillips Financial Management
Indiana
$187K – – –
JP Morgan Chase
280
JP Morgan Chase
New York
$181K +$153K +6,096 +515%
HBT
281
Hills Bank & Trust
Iowa
$161K +$162K +6,457 New
WSFS
282
Wilmington Savings Fund Society
Delaware
$157K +$158K +6,300 New
BWL
283
Bogart Wealth LLC
Virginia
$154K +$50 +2 +0%
HC
284
Hurley Capital
New York
$153K +$155K +6,154 New
OHWP
285
Oak Harbor Wealth Partners
North Carolina
$135K – – –
MIFH
286
Migdal Insurance & Financial Holdings
Israel
$128K – – –
KHC
287
Koesten Hirschmann & Crabtree
Kansas
$124K – – –
HWA
288
HHM Wealth Advisors
Tennessee
$89.6K +$90.4K +3,600 New
WFA
289
Wells Financial Advisors
Massachusetts
$87.4K – – –
KOCAA
290
Knights of Columbus Asset Advisors
Connecticut
$71.7K – – –
FFA
291
Farther Finance Advisors
California
$67.4K +$176 +7 +0.3%
PWA
292
Physician Wealth Advisors
Utah
$65.2K +$65.8K +2,620 New
OAJ
293
Ogorek Anthony Joseph
New York
$57K +$904 +36 +2%
PTC
294
Private Trust Company
Ohio
$50.8K -$3.94K -157 -7%
TC
295
Trust Company
Kansas
$49.9K – – –
PB
296
Pinnacle Bancorp
Nebraska
$49.8K – – –
S
297
Sachetta
Massachusetts
$49.8K – – –
VHAM
298
Van Hulzen Asset Management
California
$48.1K +$48.5K +1,932 New
FUBT
299
First United Bank & Trust
Maryland
$47.6K +$48K +1,913 New
LB
300
Legacy Bridge
Iowa
$47.3K – – –