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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
351
Robertson Stephens Wealth Management
California
$241K +$25 +1 +0%
ATPW
352
Ashton Thomas Private Wealth
Arizona
$237K +$12.6K +494 +6%
PHIC
353
Pine Haven Investment Counsel
Massachusetts
$237K +$28K +1,100 +13%
Bessemer Group
354
Bessemer Group
New Jersey
$235K +$236K +9,278 New
SWM
355
Spire Wealth Management
Virginia
$234K +$211K +8,314 +882%
NDSI
356
Newman Dignan & Sheerar Inc
Rhode Island
$234K -$42.6K -1,675 -15%
TPI
357
Trust Point Inc
Wisconsin
$233K +$234K +9,193 New
CAG
358
Csenge Advisory Group
Florida
$227K +$228K +8,968 New
AFP
359
Arnold Financial Planning
Iowa
$226K +$227K +8,910 New
NEPWA
360
New England Private Wealth Advisors
Massachusetts
$226K +$1.65K +65 +0.7%
MWM
361
Maridea Wealth Management
New York
$223K -$6.82K -268 -3%
PWA
362
Physician Wealth Advisors
Utah
$222K +$1.22K +48 +0.5%
MFA
363
Mayflower Financial Advisors
Massachusetts
$222K – – –
HSG
364
Helen Stephens Group
Texas
$220K +$221K +8,695 New
WANY
365
Wealthspire Advisors (New York)
New York
$219K – – –
ACA
366
Anchor Capital Advisors
Massachusetts
$218K +$219K +8,604 New
CHA
367
Cooper/Haims Advisors
New York
$208K – – –
CL
368
Choreo LLC
Illinois
$208K +$209K +8,208 New
SC
369
Scotia Capital
Ontario, Canada
$205K – – –
AA
370
Alesco Advisors
New York
$203K – – –
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K – – –
BWL
372
Bogart Wealth LLC
Virginia
$202K +$64.8K +2,549 +47%
KAS
373
KPP Advisory Services
Kentucky
$202K +$203K +7,970 New
Fidelity Investments
374
Fidelity Investments
Massachusetts
$193K -$79.2K -3,113 -29%
PFM
375
Phillips Financial Management
Indiana
$191K – – –