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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIG
351
McGuire Investment Group
Rhode Island
$282K +$282K +11,158 New
WSFS
352
Wilmington Savings Fund Society
Delaware
$280K
SWASL
353
Spartan Wealth Advisory Services LLC
Michigan
$272K -$266K -10,524 -49%
SI
354
Seeds Investor
New York
$265K +$20.8K +823 +9%
KWS
355
Keystone Wealth Services
California
$263K -$8K -317 -3%
DCM
356
Dudley Capital Management
Virginia
$260K
CA
357
Carson Advisory
Georgia
$259K
HFA
358
Highland Financial Advisors
New Jersey
$257K
ATPW
359
Ashton Thomas Private Wealth
Arizona
$256K +$19.6K +775 +8%
PHIC
360
Pine Haven Investment Counsel
Massachusetts
$254K +$17.7K +700 +7%
SWM
361
Spire Wealth Management
Virginia
$242K +$8.48K +336 +4%
Betterment LLC
362
Betterment LLC
New York
$241K +$241K +9,544 New
GCA
363
Gradient Capital Advisors
California
$241K
RSWM
364
Robertson Stephens Wealth Management
California
$240K
WAS
365
Wealth Advisory Solutions
Indiana
$236K +$236K +9,353 New
VT
366
Vise Technologies
New York
$232K +$232K +9,198 New
SCA
367
Scott Capital Advisors
Oregon
$230K +$230K +9,117 New
AWM
368
Aprio Wealth Management
Georgia
$229K -$482K -19,075 -68%
NDSI
369
Newman Dignan & Sheerar Inc
Rhode Island
$229K -$4.5K -178 -2%
CFSG
370
Community Financial Services Group
Vermont
$229K +$230K +9,112 New
NEPWA
371
New England Private Wealth Advisors
Massachusetts
$227K +$3.33K +132 +1%
SRC
372
Shufro Rose & Co
New York
$227K +$227K +9,000 New
CAG
373
Csenge Advisory Group
Florida
$227K +$126 +5 +0.1%
AFP
374
Arnold Financial Planning
Iowa
$225K
KAS
375
KPP Advisory Services
Kentucky
$224K +$22.7K +900 +11%