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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
351
Foster Dykema Cabot & Partners
Massachusetts
$283K – – –
MIG
352
McGuire Investment Group
Rhode Island
$282K +$282K +11,158 New
WSFS
353
Wilmington Savings Fund Society
Delaware
$280K – – –
SWASL
354
Spartan Wealth Advisory Services LLC
Michigan
$272K -$266K -10,524 -49%
SI
355
Seeds Investor
New York
$265K +$20.8K +823 +9%
KWS
356
Keystone Wealth Services
California
$263K -$8K -317 -3%
DCM
357
Dudley Capital Management
Virginia
$260K – – –
CA
358
Carson Advisory
Georgia
$259K – – –
HFA
359
Highland Financial Advisors
New Jersey
$257K – – –
ATPW
360
Ashton Thomas Private Wealth
Arizona
$256K +$19.6K +775 +8%
PHIC
361
Pine Haven Investment Counsel
Massachusetts
$254K +$17.7K +700 +7%
SWM
362
Spire Wealth Management
Virginia
$242K +$8.48K +336 +4%
Betterment LLC
363
Betterment LLC
New York
$241K +$241K +9,544 New
GCA
364
Gradient Capital Advisors
California
$241K – – –
RSWM
365
Robertson Stephens Wealth Management
California
$240K – – –
WAS
366
Wealth Advisory Solutions
Indiana
$236K +$236K +9,353 New
VT
367
Vise Technologies
New York
$232K +$232K +9,198 New
SCA
368
Scott Capital Advisors
Oregon
$230K +$230K +9,117 New
AWM
369
Aprio Wealth Management
Georgia
$229K -$482K -19,075 -68%
NDSI
370
Newman Dignan & Sheerar Inc
Rhode Island
$229K -$4.5K -178 -2%
CFSG
371
Community Financial Services Group
Vermont
$229K +$230K +9,112 New
NEPWA
372
New England Private Wealth Advisors
Massachusetts
$227K +$3.33K +132 +1%
SRC
373
Shufro Rose & Co
New York
$227K +$227K +9,000 New
CAG
374
Csenge Advisory Group
Florida
$227K +$126 +5 +0.1%
AFP
375
Arnold Financial Planning
Iowa
$225K – – –