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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CVM
76
Cheviot Value Management
California
$6.05M +$485K +19,058 +9%
MWM
77
MinichMacGregor Wealth Management
New York
$6.04M +$165K +6,459 +3%
SCG
78
Sonata Capital Group
Washington
$6.02M +$1.43M +56,077 +31%
CTWM
79
Cherry Tree Wealth Management
Minnesota
$5.92M +$300K +11,768 +5%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$5.92M +$2.44M +95,691 +70%
OIA
81
OneDigital Investment Advisors
Kansas
$5.74M +$5.74M +225,470 New
IF
82
Ironwood Financial
Arizona
$5.73M +$845K +33,183 +17%
PIM
83
Penobscot Investment Management
Massachusetts
$5.71M +$801K +31,445 +16%
EWA
84
EP Wealth Advisors
California
$5.67M +$5.67M +222,745 New
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$5.66M +$662K +25,974 +13%
SWMG
86
Signature Wealth Management Group
Georgia
$5.6M -$5.99K -235 -0.1%
MMA
87
Miracle Mile Advisors
California
$5.6M +$332K +13,028 +6%
MFG
88
Merit Financial Group
Georgia
$5.59M +$1.14M +44,661 +26%
HFRG
89
Houlihan Financial Resource Group
Virginia
$5.59M +$3.11M +122,203 +126%
AUB
90
Atlantic Union Bankshares
Virginia
$5.59M -$227K -8,911 -4%
IWC
91
Integrated Wealth Concepts
Massachusetts
$5.5M -$491K -19,292 -8%
DSA
92
Droms Strauss Advisors
Missouri
$5.4M +$398K +15,635 +8%
HAC
93
Harbor Advisory Corp
New Hampshire
$5.31M +$698K +27,389 +15%
LIA
94
LBMC Investment Advisors
Tennessee
$5.26M +$507K +19,907 +11%
KF
95
Krilogy Financial
Missouri
$5.24M +$155K +6,077 +3%
MWM
96
Modern Wealth Management
Kansas
$5.16M +$5.16M +202,716 New
VWMG
97
Virginia Wealth Management Group
Virginia
$5.11M +$159K +6,240 +3%
TCRG
98
Twin Cities Retirement Group
Minnesota
$4.99M +$4.99M +196,011 New
Jones Financial Companies
99
Jones Financial Companies
Missouri
$4.99M +$1.7M +66,616 +52%
WPW
100
Winthrop Partners - WNY
New York
$4.95M +$4.95M +194,429 New