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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
MinichMacGregor Wealth Management
New York
$5.13M +$5.17M +207,755 New
SCA
52
Snowden Capital Advisors
New York
$5.09M +$2.02M +81,156 +66%
SWMG
53
Signature Wealth Management Group
Georgia
$4.98M +$27.7K +1,114 +0.5%
HCM
54
Howland Capital Management
Massachusetts
$4.71M +$1.89M +75,908 +67%
MSRI
55
Michael S. Ryan Inc
New York
$4.67M +$112K +4,481 +2%
PWM
56
Praetorian Wealth Management
California
$4.48M +$153K +6,166 +4%
PA
57
Probity Advisors
Texas
$4.44M +$2M +80,420 +82%
IA
58
IFP Advisors
Florida
$4.35M +$233K +9,381 +6%
MA
59
MCF Advisors
Kentucky
$3.91M +$168K +6,738 +4%
BPA
60
Beacon Pointe Advisors
California
$3.88M +$1.18M +47,473 +44%
KF
61
Krilogy Financial
Missouri
$3.87M +$108K +4,339 +3%
EWA
62
EP Wealth Advisors
California
$3.86M +$197K +7,925 +5%
GPA
63
Guidance Point Advisors
Massachusetts
$3.85M +$180K +7,237 +5%
HFRG
64
Houlihan Financial Resource Group
Virginia
$3.8M +$984K +39,550 +35%
MA
65
MONECO Advisors
Connecticut
$3.68M +$700K +28,130 +24%
VVP
66
Venture Visionary Partners
Ohio
$3.67M +$307K +12,337 +9%
APP
67
Avantax Planning Partners
Iowa
$3.57M +$3.57M +143,343 New
Jane Street
68
Jane Street
New York
$3.56M +$2.47M +99,054 +226%
MGIA
69
Matthew Goff Investment Advisor
Texas
$3.48M -$25K -1,003 -0.7%
Citadel Advisors
70
Citadel Advisors
Florida
$3.46M +$3.46M +139,018 New
CTWM
71
Cherry Tree Wealth Management
Minnesota
$3.46M +$952K +38,251 +38%
IWC
72
Integrated Wealth Concepts
Massachusetts
$3.45M -$176K -7,083 -5%
GDP
73
Great Diamond Partners
Maine
$3.42M +$101K +4,055 +3%
4FG
74
4Thought Financial Group
New York
$3.34M +$531K +21,322 +19%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$3.3M +$460K +18,464 +16%