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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
101
Quantum Financial Advisors
California
$2.09M +$139K +5,625 +7%
EWS
102
Evergreen Wealth Solutions
Pennsylvania
$2.07M +$399K +16,168 +24%
ADL
103
Asset Dedication LLC
California
$2.01M +$1.8K +73 +0.1%
ABC
104
Associated Banc-Corp
Wisconsin
$1.98M +$143K +5,790 +8%
Jane Street
105
Jane Street
New York
$1.96M -$1.57M -63,868 -45%
CCM
106
Coldstream Capital Management
Washington
$1.93M +$139K +5,621 +8%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1.84M -$325K -13,177 -15%
Creative Planning
108
Creative Planning
Kansas
$1.81M +$938K +38,060 +108%
SP
109
Stonebrook Private
Michigan
$1.8M +$401K +16,249 +29%
SWP
110
Stratos Wealth Partners
Ohio
$1.75M +$344K +13,957 +25%
FCM
111
Fortis Capital Management
Washington
$1.73M +$241K +9,758 +16%
IW
112
Instrumental Wealth
Florida
$1.73M +$152K +6,177 +10%
ST
113
Sabal Trust
Florida
$1.64M +$1.63M +66,066 New
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$1.63M -$888K -36,014 -35%
UCFA
115
United Capital Financial Advisors
Texas
$1.59M +$66.4K +2,692 +4%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.56M +$57.7K +2,341 +4%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M +$71.3K +2,892 +5%
MIH
118
Meitav Investment House
Israel
$1.45M -$5.77K -234 -0.4%
SWM
119
Segment Wealth Management
Texas
$1.43M +$76.5K +3,105 +6%
SWM
120
Scissortail Wealth Management
Oklahoma
$1.41M -$19.2K -780 -1%
FWMM
121
Foundation Wealth Management (Missouri)
Missouri
$1.4M +$28.1K +1,139 +2%
ACS
122
Archford Capital Strategies
Illinois
$1.39M +$38.8K +1,573 +3%
LIM
123
Leavell Investment Management
Alabama
$1.38M +$461K +18,695 +50%
SWA
124
Sax Wealth Advisors
New Jersey
$1.33M +$822K +33,330 +164%
FFG
125
Foundry Financial Group
New Hampshire
$1.31M +$168K +6,796 +15%