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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
301
First Manhattan
New York
$368K +$368K +14,454 New
BONH
302
Bank of New Hampshire
New Hampshire
$359K
PIMG
303
Patriot Investment Management Group
Tennessee
$358K +$10.1K +395 +3%
NGA
304
Naples Global Advisors
Florida
$347K +$101K +3,950 +41%
WWM
305
WJ Wealth Management
Arizona
$346K +$5.09K +200 +1%
WJA
306
Willis Johnson & Associates
Texas
$345K
PJSIMP
307
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K +$25K +982 +8%
VFIC
308
Valley Forge Investment Consultants
Pennsylvania
$337K +$3.82K +150 +1%
CWS
309
Cypress Wealth Services
California
$335K
NL
310
NWAM LLC
Washington
$333K +$2.57K +101 +0.8%
MC
311
Moors & Cabot
Massachusetts
$333K +$73.5K +2,885 +28%
CWA
312
Crusonia Wealth Advisors
Colorado
$332K +$332K +13,046 New
WIM
313
Wiregrass Investment Management
Georgia
$331K +$331K +13,000 New
BCV
314
Banque Cantonale Vaudoise
Switzerland
$329K -$19.8K -779 -6%
SAG
315
SageView Advisory Group
California
$322K +$115K +4,503 +55%
XF
316
XML Financial
Maryland
$320K +$115K +4,520 +56%
FJWM
317
Ferguson Johnson Wealth Management
Maryland
$310K +$311K +12,210 New
MIM
318
Moseley Investment Management
Florida
$306K +$20K +784 +7%
FAC
319
Financial Advisory Corporation
Michigan
$306K +$5.76K +226 +2%
JAG
320
Journey Advisory Group
Kentucky
$293K
FDCP
321
Foster Dykema Cabot & Partners
Massachusetts
$285K
WSFS
322
Wilmington Savings Fund Society
Delaware
$283K +$206K +8,100 +270%
NDSI
323
Newman Dignan & Sheerar Inc
Rhode Island
$278K +$21.6K +849 +8%
SVWA
324
Sarver Vrooman Wealth Advisors
Missouri
$276K +$47.6K +1,869 +21%
KWS
325
Keystone Wealth Services
California
$276K -$12.6K -496 -4%