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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AM
276
Atwater Malick
Pennsylvania
$283K – – –
AAS
277
Avantax Advisory Services
Texas
$280K +$35.1K +1,392 +14%
MFWP
278
Mosaic Family Wealth Partners
Missouri
$273K +$270K +10,731 New
PIMG
279
Patriot Investment Management Group
Tennessee
$268K – – –
BCV
280
Banque Cantonale Vaudoise
Switzerland
$267K – – –
DWM
281
Dakota Wealth Management
Florida
$264K -$15.1K -600 -5%
HFA
282
Highland Financial Advisors
New Jersey
$258K – – –
PCIA
283
Prime Capital Investment Advisors
Kansas
$254K -$178K -7,067 -41%
RSWM
284
Robertson Stephens Wealth Management
California
$249K -$182K -7,229 -42%
MF
285
Montis Financial
Massachusetts
$245K -$16K -634 -6%
GCA
286
Gradient Capital Advisors
California
$242K – – –
AWE
287
Avidian Wealth Enterprises
Texas
$240K -$51.9K -2,059 -18%
AMM
288
American Money Management
California
$230K +$228K +9,062 New
MC
289
Moors & Cabot
Massachusetts
$226K +$224K +8,902 New
WANY
290
Wealthspire Advisors (New York)
New York
$220K – – –
NEPWA
291
New England Private Wealth Advisors
Massachusetts
$219K +$3.33K +132 +2%
PWA
292
Physician Wealth Advisors
Utah
$217K +$52.5K +2,085 +32%
KOMWMG
293
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$215K +8,534 New
SVWA
294
Sarver Vrooman Wealth Advisors
Missouri
$216K +$186K +7,397 +676%
ATPW
295
Ashton Thomas Private Wealth
Arizona
$214K -$32.7K -1,296 -13%
CHA
296
Cooper/Haims Advisors
New York
$209K – – –
MWA
297
Midland Wealth Advisors
Illinois
$206K +$204K +8,103 New
SC
298
Scotia Capital
Ontario, Canada
$206K -$37.8K -1,500 -16%
NDSI
299
Newman Dignan & Sheerar Inc
Rhode Island
$206K +$204K +8,099 New
Goldman Sachs
300
Goldman Sachs
New York
$206K +$204K +8,094 New