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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Cetera Advisors
Colorado
$321K – – –
RFN
102
Redwood Financial Network
Ohio
$319K +$65.4K +2,649 +26%
RSWM
103
Robertson Stephens Wealth Management
California
$307K – – –
KAS
104
Kestra Advisory Services
Texas
$298K -$26.8K -1,084 -8%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$296K -$83.1K -3,364 -22%
RW
106
RVW Wealth
California
$274K – – –
ECM
107
Exchange Capital Management
Michigan
$273K -$543 -22 -0.2%
AMM
108
American Money Management
California
$259K -$18.1K -734 -7%
WJA
109
Willis Johnson & Associates
Texas
$248K +$246K +9,950 New
SI
110
Stephens Inc
Arkansas
$239K – – –
WSTAM
111
Wilbanks Smith & Thomas Asset Management
Virginia
$227K +$225K +9,105 New
RBC
112
Roble Belko & Company
Pennsylvania
$227K – – –
MA
113
Mutual Advisors
Nebraska
$224K -$13.2K -535 -6%
BONH
114
Bank of New Hampshire
New Hampshire
$172K – – –
SPIA
115
Steward Partners Investment Advisory
New York
$139K -$34.1K -1,380 -20%
WFA
116
Wells Financial Advisors
Massachusetts
$139K – – –
OHWP
117
Oak Harbor Wealth Partners
North Carolina
$123K – – –
EW
118
Element Wealth
Mississippi
$116K +$39.2K +1,586 +52%
AF
119
Allworth Financial
California
$78.5K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$73K +$27.4K +1,111 +62%
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$72.3K +$61.7K +2,500 +625%
KOCAA
122
Knights of Columbus Asset Advisors
Connecticut
$71.8K – – –
PFM
123
Phillips Financial Management
Indiana
$57.7K – – –
BC
124
Barrett & Company
Rhode Island
$57.5K +$34.7K +1,406 +156%
FRA
125
Front Row Advisors
California
$40K +$39.5K +1,600 New