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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
51
Cypress Wealth Services
California
$302K +$299K +10,219 New
SI
52
Stephens Inc
Arkansas
$284K
RBC
53
Roble Belko & Company
Pennsylvania
$269K
AAM
54
Autus Asset Management
Arizona
$215K -$10.2K -350 -5%
1SB
55
1ST Source Bank
Indiana
$214K +$212K +7,233 New
BEI
56
Benjamin Edwards Inc
Missouri
$212K +$53.5K +1,827 +34%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$156K +$439 +15 +0.3%
VNA
58
Valley National Advisers
Pennsylvania
$150K
FCA
59
FinTrust Capital Advisors
South Carolina
$142K
RG
60
Retirement Group
California
$132K -$19.3K -658 -13%
LF
61
Lee Financial
Texas
$121K +$120K +4,100 New
WFA
62
Wells Financial Advisors
Massachusetts
$104K +$103K +3,510 New
KOCAA
63
Knights of Columbus Asset Advisors
Connecticut
$85K
GWM
64
Geneos Wealth Management
Colorado
$76K
SPIA
65
Steward Partners Investment Advisory
New York
$61K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$43K -$20.6K -705 -32%
AF
67
Allworth Financial
California
$37K +$36.9K +1,262 New
William Blair & Company
68
William Blair & Company
Illinois
$30K +$29.3K +1,000 New
ASN
69
Advisory Services Network
Georgia
$12K -$58.2K -1,990 -84%
FNBOSM
70
First National Bank of South Miami
Florida
$9K
RIM
71
Rockbridge Investment Management
New York
$9K +$1.26K +43 +16%
CFA
72
Carroll Financial Associates
North Carolina
$7K +$7.02K +240 New
MFT
73
Moisand Fitzgerald Tamayo
Florida
$4K
MFWM
74
Motley Fool Wealth Management
Virginia
-$15.2M -523,828 Closed
WAS
75
Wealth Advisory Solutions
Indiana
-$1.3M -44,547 Closed