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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
426
Cypress Point Wealth Management
Texas
-$1.02M -40,000 Closed
FTUS
427
Flow Traders U.S.
New York
-$753K -29,595 Closed
ACM
428
Adalta Capital Management
New York
-$437K -17,180 Closed
TLFA
429
True Link Financial Advisors
California
-$397K -15,578 Closed
WJA
430
Willis Johnson & Associates
Texas
-$345K -13,550 Closed
BCV
431
Banque Cantonale Vaudoise
Switzerland
-$329K -12,941 Closed
EAM
432
Evanson Asset Management
California
-$273K -10,729 Closed
JESC
433
J.E. Simmons & Co
Texas
-$261K -10,262 Closed
NA
434
Nestegg Advisors
New York
-$252K -9,908 Closed
AO
435
Advisor OS
Illinois
-$233K -9,149 Closed
DWM
436
Dakota Wealth Management
Florida
-$229K -9,000 Closed
Empower Advisory Group
437
Empower Advisory Group
Colorado
-$201K -7,891 Closed
RIS
438
Retirement Income Solutions
Michigan
-$200K -7,858 Closed
FHA
439
Flagship Harbor Advisors
Massachusetts
-$131K -5,145 Closed
BF
440
BOK Financial
Oklahoma
-$108K -4,237 Closed
MPW
441
MASECO Private Wealth
-$30.9K -1,215 Closed
TRCT
442
Tower Research Capital (TRC)
New York
-$29.2K -1,146 Closed
MIFH
443
Migdal Insurance & Financial Holdings
Israel
-$13K -500 Closed
IIM
444
IFC & Insurance Marketing
California
-$3K -104 Closed