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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
301
Avidian Wealth Enterprises
Texas
$250K +$8.9K +350 +4%
NGA
302
Naples Global Advisors
Florida
$247K +$246K +9,690 New
WA
303
Waterford Advisors
New York
$246K +$245K +9,656 New
SAM
304
Summit Asset Management
Tennessee
$246K +$245K +9,629 New
GCA
305
Gradient Capital Advisors
California
$243K – – –
DWM
306
Dakota Wealth Management
Florida
$240K -$25.4K -1,000 -10%
MWA
307
Midland Wealth Advisors
Illinois
$236K +$29K +1,141 +14%
AMM
308
American Money Management
California
$231K – – –
SVWA
309
Sarver Vrooman Wealth Advisors
Missouri
$229K +$11.8K +464 +5%
S
310
SignatureFD
Georgia
$225K +$184K +7,244 +455%
NEPWA
311
New England Private Wealth Advisors
Massachusetts
$222K +$1.65K +65 +0.8%
WANY
312
Wealthspire Advisors (New York)
New York
$220K – – –
PWA
313
Physician Wealth Advisors
Utah
$220K +$1.88K +74 +0.9%
KOMWMG
314
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$220K +$2.34K +92 +1%
HI
315
Harbour Investments
Wisconsin
$213K +$31.8K +1,253 +18%
VHAM
316
Van Hulzen Asset Management
California
$211K +$210K +8,267 New
CHA
317
Cooper/Haims Advisors
New York
$210K – – –
RF
318
Robbins Farley
New Hampshire
$209K +$89.7K +3,530 +76%
SAG
319
SageView Advisory Group
California
$208K +$207K +8,151 New
TSS
320
Two Sigma Securities
New York
$208K +$207K +8,147 New
SC
321
Scotia Capital
Ontario, Canada
$207K – – –
XF
322
XML Financial
Maryland
$206K +$205K +8,057 New
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$206K +$205K +8,055 New
AA
324
Alesco Advisors
New York
$204K – – –
LWCFA
325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K – – –