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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
101
Associated Banc-Corp
Wisconsin
$1.85M +$207K +8,317 +13%
AF
102
Allworth Financial
California
$1.81M -$960K -38,578 -35%
CCM
103
Coldstream Capital Management
Washington
$1.81M +$285K +11,456 +19%
EWS
104
Evergreen Wealth Solutions
Pennsylvania
$1.68M +$89.4K +3,593 +6%
Goldman Sachs
105
Goldman Sachs
New York
$1.58M -$591K -23,753 -27%
IW
106
Instrumental Wealth
Florida
$1.55M +$478K +19,206 +44%
UCFA
107
United Capital Financial Advisors
Texas
$1.53M +$75.7K +3,041 +5%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.51M +$307K +12,327 +25%
FCM
109
Fortis Capital Management
Washington
$1.5M -$191K -7,682 -11%
GRP
110
Global Retirement Partners
California
$1.49M +$780K +31,331 +110%
MIH
111
Meitav Investment House
Israel
$1.47M +$359K +14,427 +32%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.44M +$350K +14,053 +32%
SWM
113
Scissortail Wealth Management
Oklahoma
$1.44M +$92.1K +3,699 +7%
SWP
114
Stratos Wealth Partners
Ohio
$1.41M +$212K +8,513 +18%
SP
115
Stonebrook Private
Michigan
$1.41M +$595K +23,888 +73%
FWMM
116
Foundation Wealth Management (Missouri)
Missouri
$1.38M +$110K +4,416 +9%
SWM
117
Segment Wealth Management
Texas
$1.36M +$297K +11,920 +28%
ACS
118
Archford Capital Strategies
Illinois
$1.36M -$9.86K -396 -0.7%
CPIA
119
Cornell Pochily Investment Advisors
New York
$1.27M -$19K -764 -1%
FFG
120
Foundry Financial Group
New Hampshire
$1.14M +$503K +20,200 +79%
VWM
121
Valley Wealth Managers
New Jersey
$1.12M +$214K +8,579 +23%
FNB
122
Farmers National Bank
Kentucky
$1.12M -$10.8K -432 -1%
MTWM
123
Masso Torrence Wealth Management
New Jersey
$1.1M +$166K +6,662 +18%
CCM
124
Crew Capital Management
Ohio
$1.07M +$1.07M +42,849 New
LHC
125
Little House Capital
Massachusetts
$1.07M -$178K -7,132 -14%