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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
101
Redwood Financial Network
Ohio
$319K +$65.4K +2,649 +26%
RSWM
102
Robertson Stephens Wealth Management
California
$307K
KAS
103
Kestra Advisory Services
Texas
$298K -$26.8K -1,084 -8%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$296K -$83.1K -3,364 -22%
RW
105
RVW Wealth
California
$274K
ECM
106
Exchange Capital Management
Michigan
$273K -$543 -22 -0.2%
AMM
107
American Money Management
California
$259K -$18.1K -734 -7%
WJA
108
Willis Johnson & Associates
Texas
$248K +$246K +9,950 New
SI
109
Stephens Inc
Arkansas
$239K
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$225K +9,105 New
RBC
111
Roble Belko & Company
Pennsylvania
$227K
MA
112
Mutual Advisors
Nebraska
$224K -$13.2K -535 -6%
BONH
113
Bank of New Hampshire
New Hampshire
$172K
SPIA
114
Steward Partners Investment Advisory
New York
$139K -$34.1K -1,380 -20%
WFA
115
Wells Financial Advisors
Massachusetts
$139K
OHWP
116
Oak Harbor Wealth Partners
North Carolina
$123K
EW
117
Element Wealth
Mississippi
$116K +$39.2K +1,586 +52%
AF
118
Allworth Financial
California
$78.5K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$73K +$27.4K +1,111 +62%
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.3K +$61.7K +2,500 +625%
KOCAA
121
Knights of Columbus Asset Advisors
Connecticut
$71.8K
PFM
122
Phillips Financial Management
Indiana
$57.7K
BC
123
Barrett & Company
Rhode Island
$57.5K +$34.7K +1,406 +156%
FRA
124
Front Row Advisors
California
$40K +$39.5K +1,600 New
HI
125
Harbour Investments
Wisconsin
$38.2K +$247 +10 +0.7%