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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
326
Farnam Financial
Arizona
$315K +$316K +12,431 New
FJWM
327
Ferguson Johnson Wealth Management
Maryland
$309K – – –
NL
328
NWAM LLC
Washington
$308K -$22.4K -882 -7%
FAC
329
Financial Advisory Corporation
Michigan
$306K +$2.24K +88 +0.7%
Koshinski Asset Management
330
Koshinski Asset Management
Illinois
$301K +$69.1K +2,716 +30%
SVWA
331
Sarver Vrooman Wealth Advisors
Missouri
$295K +$21K +827 +8%
JAG
332
Journey Advisory Group
Kentucky
$291K – – –
SL
333
Sentinus LLC
Illinois
$289K +$290K +11,390 New
FDCP
334
Foster Dykema Cabot & Partners
Massachusetts
$284K – – –
WSFS
335
Wilmington Savings Fund Society
Delaware
$281K – – –
WA
336
Waverly Advisors
Alabama
$281K +$282K +11,096 New
WCM
337
Whitener Capital Management
North Carolina
$274K +$50.9K +2,000 +23%
KWS
338
Keystone Wealth Services
California
$272K -$2.67K -105 -1%
MWM
339
Meridian Wealth Management
Kentucky
$269K +$270K +10,600 New
HI
340
Harbour Investments
Wisconsin
$262K +$57.2K +2,249 +28%
DCM
341
Dudley Capital Management
Virginia
$261K – – –
CA
342
Carson Advisory
Georgia
$260K – – –
HFA
343
Highland Financial Advisors
New Jersey
$257K – – –
AWA
344
Arkadios Wealth Advisors
Georgia
$257K +$258K +10,151 New
EWP
345
Evergreen Wealth Partners
Montana
$253K -$1.48K -58 -0.6%
MW
346
Maia Wealth
Colorado
$248K +$51 +2 +0%
NLWP
347
Next Level Wealth Planning
Idaho
$246K +$247K +9,719 New
SI
348
Seeds Investor
New York
$245K +$246K +9,679 New
MWA
349
Midland Wealth Advisors
Illinois
$244K +$9.89K +389 +4%
GCA
350
Gradient Capital Advisors
California
$241K – – –