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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
76
Cherry Tree Wealth Management
Minnesota
$2.53M +$2.31M +95,109 +1,716%
PA
77
Probity Advisors
Texas
$2.45M +$2.38M +97,798 New
KNW
78
Kesler Norman & Wride
Utah
$2.43M +$1.38M +56,978 +142%
WI
79
WrapManager Inc
California
$2.41M +$161K +6,613 +7%
ST
80
Spinnaker Trust
Maine
$2.32M +$1.63M +66,918 +264%
JWCA
81
J.W. Cole Advisors
Florida
$2.3M +$849K +34,963 +62%
LF
82
LifePlan Financial
Minnesota
$2.29M +$2.22M +91,470 New
HAC
83
Harbor Advisory Corp
New Hampshire
$2.21M +$27.5K +1,133 +1%
Goldman Sachs
84
Goldman Sachs
New York
$2.19M +$2.12M +87,266 New
AI
85
Atria Investments
North Carolina
$2.16M +$2.09M +85,900 New
PWP
86
Precedent Wealth Partners
Texas
$2.09M +$2.02M +83,292 New
PA
87
Parallel Advisors
California
$2.01M +$1.5M +61,854 +340%
FBB
88
Fulton Breakefield Broenniman
Maryland
$1.82M +$210K +8,645 +14%
FA
89
FF Advisors
California
$1.71M +$1.66M +68,285 New
FCM
90
Fortis Capital Management
Washington
$1.7M +$1.14M +47,050 +228%
ABC
91
Associated Banc-Corp
Wisconsin
$1.65M -$15.6K -641 -1%
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$1.6M +$231K +9,510 +18%
CCM
93
Coldstream Capital Management
Washington
$1.53M +$836K +34,432 +129%
LFASL
94
Lugano Financial Advisors SA (LFA)
Switzerland
$1.52M +$1.47M +60,658 New
DSA
95
Droms Strauss Advisors
Missouri
$1.52M +$1.47M +60,606 New
UCFA
96
United Capital Financial Advisors
Texas
$1.46M +$8.84K +364 +0.6%
GWA
97
Gratus Wealth Advisors
Virginia
$1.44M +$1.39M +57,287 New
ACS
98
Archford Capital Strategies
Illinois
$1.38M -$359K -14,793 -21%
SWM
99
Scissortail Wealth Management
Oklahoma
$1.35M +$1.31M +54,056 New
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.31M +$919K +37,850 +260%