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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
76
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$370K +$75.6K +3,137 +26%
CWS
77
Cypress Wealth Services
California
$351K -$31.5K -1,309 -8%
SWA
78
Strata Wealth Advisors
Texas
$344K +$342K +14,177 New
ISB
79
Iowa State Bank
Iowa
$344K +$41.2K +1,708 +14%
GHA
80
Granite Harbor Advisors
Texas
$341K +$339K +14,058 New
KWS
81
Keystone Wealth Services
California
$333K +$330K +13,711 New
SWP
82
Summit Wealth Partners
Florida
$333K +$330K +13,711 New
FCA
83
FinTrust Capital Advisors
South Carolina
$326K +$72.7K +3,016 +29%
KAS
84
Kestra Advisory Services
Texas
$316K +$22.4K +930 +8%
CA
85
Cetera Advisors
Colorado
$312K -$43K -1,786 -12%
CAN
86
Cetera Advisor Networks
California
$301K +$39.8K +1,650 +15%
RSWM
87
Robertson Stephens Wealth Management
California
$299K +$296K +12,300 New
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$288K +$285K +11,841 New
AMM
89
American Money Management
California
$270K -$8.24K -342 -3%
RW
90
RVW Wealth
California
$267K -$65.2K -2,704 -20%
ECM
91
Exchange Capital Management
Michigan
$267K -$120 -5 -0%
BPA
92
Beacon Pointe Advisors
California
$252K +$250K +10,385 New
RFN
93
Redwood Financial Network
Ohio
$247K +$2.84K +118 +1%
SI
94
Stephens Inc
Arkansas
$233K
MA
95
Mutual Advisors
Nebraska
$231K
RBC
96
Roble Belko & Company
Pennsylvania
$221K
SWM
97
Segment Wealth Management
Texas
$208K -$179K -7,435 -46%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$203K +$70.4K +2,922 +54%
SPIA
99
Steward Partners Investment Advisory
New York
$169K
BONH
100
Bank of New Hampshire
New Hampshire
$167K