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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Centric Wealth Management
Illinois
$4.25M +$177K +6,980 +4%
NG
102
Northstar Group
New York
$4.23M +$354K +13,920 +9%
MW
103
Members Wealth
Pennsylvania
$4.17M +$4.16M +163,696 New
SFS
104
Sowell Financial Services
Arkansas
$4.13M +$395K +15,530 +11%
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M +$237K +9,333 +7%
SWA
106
Sightline Wealth Advisors
Connecticut
$3.77M +$507K +19,957 +16%
SWA
107
Sax Wealth Advisors
New Jersey
$3.71M +$508K +19,992 +16%
FBB
108
Fulton Breakefield Broenniman
Maryland
$3.69M +$281K +11,042 +8%
MGIA
109
Matthew Goff Investment Advisor
Texas
$3.63M -$17.5K -688 -0.5%
Osaic Holdings
110
Osaic Holdings
Arizona
$3.62M +$1.7M +67,067 +90%
GDP
111
Great Diamond Partners
Maine
$3.54M -$70.5K -2,772 -2%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$3.49M +$2.3M +90,540 +196%
BFIM
113
Beese Fulmer Investment Management
Ohio
$3.45M +$174K +6,863 +5%
EPW
114
Evergreen Private Wealth
Colorado
$3.32M -$24.3K -957 -0.7%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$3.3M +$104K +4,108 +3%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$3.3M +$1.2M +47,244 +58%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.24M +$739K +29,062 +30%
VVP
118
Venture Visionary Partners
Ohio
$3.21M -$123K -4,858 -4%
PWP
119
Precedent Wealth Partners
Texas
$3.21M +$126K +4,975 +4%
PSIWM
120
Paradigm Strategies in Wealth Management
Minnesota
$3.11M -$172K -6,774 -5%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$3.11M -$337K -13,261 -10%
LFS
122
Littlejohn Financial Services
Oregon
$3.1M -$7.14K -281 -0.2%
SP
123
Stonebrook Private
Michigan
$3.07M +$61.2K +2,406 +2%
CPIA
124
Cornell Pochily Investment Advisors
New York
$3.05M +$554K +21,801 +22%
Renaissance Technologies
125
Renaissance Technologies
New York
$2.91M -$1.46M -57,395 -33%