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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$4.15M +$3.45M +142,021 +612%
LWM
52
Lyell Wealth Management
California
$3.99M +$750K +30,886 +24%
KF
53
Krilogy Financial
Missouri
$3.79M +$132K +5,434 +4%
MA
54
MCF Advisors
Kentucky
$3.77M +$370K +15,229 +11%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$3.75M +$2.37M +97,686 +189%
GPA
56
Guidance Point Advisors
Massachusetts
$3.7M +$662K +27,239 +23%
EWA
57
EP Wealth Advisors
California
$3.69M +$260K +10,690 +8%
IWC
58
Integrated Wealth Concepts
Massachusetts
$3.65M +$65.4K +2,691 +2%
MGIA
59
Matthew Goff Investment Advisor
Texas
$3.53M -$910K -37,480 -21%
Lido Advisors
60
Lido Advisors
California
$3.52M +$2.75M +113,049 +415%
CA
61
CGN Advisors
Kansas
$3.44M -$571K -23,520 -15%
VVP
62
Venture Visionary Partners
Ohio
$3.39M -$5.69M -234,136 -63%
GDP
63
Great Diamond Partners
Maine
$3.34M -$47.9K -1,972 -1%
VWMG
64
Virginia Wealth Management Group
Virginia
$3.28M +$3.18M +130,905 New
SCA
65
Snowden Capital Advisors
New York
$3.09M +$662K +27,275 +28%
MA
66
MONECO Advisors
Connecticut
$3M +$392K +16,124 +16%
Osaic Holdings
67
Osaic Holdings
Arizona
$2.99M +$2.3M +94,780 +388%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$2.86M +$2.56M +105,442 +1,224%
HCM
69
Howland Capital Management
Massachusetts
$2.84M +$752K +30,979 +38%
4FG
70
4Thought Financial Group
New York
$2.83M -$116K -4,758 -4%
HFRG
71
Houlihan Financial Resource Group
Virginia
$2.83M +$1.89M +77,990 +223%
AF
72
Allworth Financial
California
$2.79M +$2.66M +109,498 +5,812%
BPA
73
Beacon Pointe Advisors
California
$2.72M +$550K +22,642 +26%
EPW
74
Evergreen Private Wealth
Colorado
$2.56M +$2.48M +102,064 New
CTWM
75
Cherry Tree Wealth Management
Minnesota
$2.53M +$2.31M +95,109 +1,716%