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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
351
Pine Haven Investment Counsel
Massachusetts
$237K +$28K +1,100 +13%
Bessemer Group
352
Bessemer Group
New Jersey
$235K +$236K +9,278 New
SWM
353
Spire Wealth Management
Virginia
$234K +$211K +8,314 +882%
NDSI
354
Newman Dignan & Sheerar Inc
Rhode Island
$234K -$42.6K -1,675 -15%
TPI
355
Trust Point Inc
Wisconsin
$233K +$234K +9,193 New
CAG
356
Csenge Advisory Group
Florida
$227K +$228K +8,968 New
AFP
357
Arnold Financial Planning
Iowa
$226K +$227K +8,910 New
NEPWA
358
New England Private Wealth Advisors
Massachusetts
$226K +$1.65K +65 +0.7%
MWM
359
Maridea Wealth Management
New York
$223K -$6.82K -268 -3%
PWA
360
Physician Wealth Advisors
Utah
$222K +$1.22K +48 +0.5%
MFA
361
Mayflower Financial Advisors
Massachusetts
$222K
HSG
362
Helen Stephens Group
Texas
$220K +$221K +8,695 New
WANY
363
Wealthspire Advisors (New York)
New York
$219K
ACA
364
Anchor Capital Advisors
Massachusetts
$218K +$219K +8,604 New
CHA
365
Cooper/Haims Advisors
New York
$208K
CL
366
Choreo LLC
Illinois
$208K +$209K +8,208 New
SC
367
Scotia Capital
Ontario, Canada
$205K
AA
368
Alesco Advisors
New York
$203K
LWCFA
369
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K
BWL
370
Bogart Wealth LLC
Virginia
$202K +$64.8K +2,549 +47%
KAS
371
KPP Advisory Services
Kentucky
$202K +$203K +7,970 New
Fidelity Investments
372
Fidelity Investments
Massachusetts
$193K -$79.2K -3,113 -29%
PFM
373
Phillips Financial Management
Indiana
$191K
ME
374
McIlrath & Eck
Washington
$165K +$1.2K +47 +0.7%
PTC
375
Private Trust Company
Ohio
$157K -$636 -25 -0.4%