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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LHC
76
Little House Capital
Massachusetts
$1.18M +$121K +4,990 +11%
FWMM
77
Foundation Wealth Management (Missouri)
Missouri
$1.17M -$89.8K -3,689 -7%
FNB
78
Farmers National Bank
Kentucky
$1.08M +$57K +2,342 +5%
KNW
79
Kesler Norman & Wride
Utah
$963K -$461K -18,939 -32%
SWM
80
Segment Wealth Management
Texas
$847K +$413K +16,990 +93%
HFRG
81
Houlihan Financial Resource Group
Virginia
$833K +$850K +34,929 New
VWM
82
Valley Wealth Managers
New Jersey
$783K +$48.1K +1,975 +6%
MIH
83
Meitav Investment House
Israel
$781K -$255K -10,473 -24%
LF
84
Lee Financial
Texas
$694K – – –
SWP
85
Stratos Wealth Partners
Ohio
$669K +$677K +27,820 New
Lido Advisors
86
Lido Advisors
California
$655K +$274K +11,275 +71%
CCM
87
Coldstream Capital Management
Washington
$639K +$647K +26,604 New
DWT
88
Dorsey & Whitney Trust
South Dakota
$625K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$624K +$77.9K +3,200 +14%
BEI
90
Benjamin Edwards Inc
Missouri
$622K -$5.77K -237 -0.9%
FCA
91
FinTrust Capital Advisors
South Carolina
$617K +$298K +12,266 +92%
ST
92
Spinnaker Trust
Maine
$610K +$617K +25,368 New
SWM
93
Stockman Wealth Management
Montana
$600K -$109K -4,478 -15%
Osaic Holdings
94
Osaic Holdings
Arizona
$586K -$74.9K -3,079 -11%
KWS
95
Keystone Wealth Services
California
$585K -$30.4K -1,251 -5%
IA
96
IFP Advisors
Florida
$558K -$957K -39,329 -63%
RW
97
RVW Wealth
California
$548K +$308K +12,639 +124%
MTWM
98
Masso Torrence Wealth Management
New Jersey
$531K +$16.7K +685 +3%
SWP
99
Summit Wealth Partners
Florida
$518K +$131K +5,397 +33%
MSWM
100
McGlone Suttner Wealth Management
Wisconsin
$513K +$98.4K +4,045 +23%