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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
26
Arcadia Investment Advisors
Idaho
$5.63M -$282K -11,426 -5%
PRWA
27
Platte River Wealth Advisors
Colorado
$4.76M +$4.71M +190,800 New
SSB
28
Sandy Spring Bank
Maryland
$4.75M +$199K +8,042 +4%
SWMG
29
Signature Wealth Management Group
Georgia
$4.73M +$248K +10,047 +6%
PWS
30
Peloton Wealth Strategists
Indiana
$4.72M +$603K +24,425 +15%
KTM
31
Keeler Thomas Management
Utah
$4.58M +$3.62M +146,661 +396%
MGIA
32
Matthew Goff Investment Advisor
Texas
$4.51M -$33.5K -1,358 -0.7%
GPA
33
Guidance Point Advisors
Massachusetts
$3.94M +$341K +13,817 +10%
PWM
34
Praetorian Wealth Management
California
$3.63M +$443K +17,941 +14%
CA
35
CGN Advisors
Kansas
$3.61M +$109K +4,423 +3%
KF
36
Krilogy Financial
Missouri
$3.57M +$2.13M +86,157 +151%
GDP
37
Great Diamond Partners
Maine
$3.36M +$3.33M +134,772 New
4FG
38
4Thought Financial Group
New York
$3.04M -$28.8K -1,165 -0.9%
MCM
39
MV Capital Management
Maryland
$2.96M +$2.93M +118,856 New
RJA
40
Raymond James & Associates
Florida
$2.55M +$457K +18,526 +22%
IA
41
IFP Advisors
Florida
$2.55M +$313K +12,673 +14%
MA
42
MONECO Advisors
Connecticut
$2.54M +$2.51M +101,762 New
LWM
43
Lyell Wealth Management
California
$2.54M +$597K +24,170 +31%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$2.32M +$58K +2,350 +3%
WI
45
WrapManager Inc
California
$2.01M +$528K +21,377 +36%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.99M +$213K +8,612 +12%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.98M +$883K +35,763 +82%
ABC
48
Associated Banc-Corp
Wisconsin
$1.97M +$109K +4,430 +6%
UCFA
49
United Capital Financial Advisors
Texas
$1.57M +$6.96K +282 +0.4%
Stifel Financial
50
Stifel Financial
Missouri
$1.56M +$58.9K +2,384 +4%