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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$604K -$6.12K -248 -1%
VWM
77
Valley Wealth Managers
New Jersey
$591K +$60.8K +2,461 +12%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$584K +$371K +15,031 +180%
ADL
79
Asset Dedication LLC
California
$551K +$4.03K +163 +0.7%
SWM
80
Stockman Wealth Management
Montana
$526K +$520K +21,071 New
WIC
81
Woodmont Investment Counsel
Tennessee
$509K +$9.88K +400 +2%
Osaic Holdings
82
Osaic Holdings
Arizona
$500K +$47.9K +1,940 +11%
BCPWM
83
Bradley & Co Private Wealth Management
Florida
$486K -$206K -8,356 -30%
MTWM
84
Masso Torrence Wealth Management
New Jersey
$472K +$28.1K +1,140 +6%
LPT
85
Legacy Private Trust
Wisconsin
$469K +$19.8K +801 +4%
KWS
86
Keystone Wealth Services
California
$462K +$119K +4,801 +35%
SWM
87
Segment Wealth Management
Texas
$406K +$190K +7,700 +90%
CWM
88
Cabot Wealth Management
Massachusetts
$403K +$8.64K +350 +2%
SWP
89
Summit Wealth Partners
Florida
$382K +$39.8K +1,613 +12%
EWA
90
EP Wealth Advisors
California
$378K +$391K +15,855 New
GHA
91
Granite Harbor Advisors
Texas
$377K +$26.5K +1,072 +8%
Mariner
92
Mariner
Kansas
$377K -$34.4K -1,395 -8%
ISB
93
Iowa State Bank
Iowa
$362K +$8.32K +337 +2%
CWS
94
Cypress Wealth Services
California
$361K – – –
SWA
95
Strata Wealth Advisors
Texas
$356K +$2.27K +92 +0.6%
MSWM
96
McGlone Suttner Wealth Management
Wisconsin
$348K +$345K +13,963 New
PA
97
Parallel Advisors
California
$337K +$333K +13,505 New
HCM
98
Howland Capital Management
Massachusetts
$332K +$329K +13,312 New
FCA
99
FinTrust Capital Advisors
South Carolina
$326K – – –
CAN
100
Cetera Advisor Networks
California
$325K +$15.4K +625 +5%