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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sax Wealth Advisors
New Jersey
$3.92M +$118K +4,669 +3%
MAS
127
Madden Advisory Services
Florida
$3.88M -$354 -14 -0%
EPW
128
Evergreen Private Wealth
Colorado
$3.78M +$211K +8,375 +6%
SWA
129
Sightline Wealth Advisors
Connecticut
$3.73M +$1.12M +44,304 +43%
CIA
130
Covington Investment Advisors
Pennsylvania
$3.69M +$1.09M +43,346 +42%
CFS
131
Commonwealth Financial Services
West Virginia
$3.69M -$7.26M -287,374 -66%
GWCM
132
Godshalk Welsh Capital Management
Pennsylvania
$3.66M +$152K +6,000 +4%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$3.51M +$1.38M +54,735 +65%
JWCA
134
J.W. Cole Advisors
Florida
$3.43M +$822K +32,557 +32%
MIM
135
MTM Investment Management
South Carolina
$3.41M +$2.1M +83,066 +160%
PA
136
Probity Advisors
Texas
$3.39M -$2.92M -115,471 -46%
MGIA
137
Matthew Goff Investment Advisor
Texas
$3.37M +$3.37M +133,514 New
SP
138
Stonebrook Private
Michigan
$3.35M +$60.4K +2,392 +2%
KNW
139
Kesler Norman & Wride
Utah
$3.26M -$201K -7,967 -6%
Mariner
140
Mariner
Kansas
$3.23M +$347K +13,753 +12%
LFS
141
Littlejohn Financial Services
Oregon
$3.21M +$48.7K +1,929 +2%
RBC
142
Roble Belko & Company
Pennsylvania
$3.13M +$799K +31,624 +34%
ATC
143
Adirondack Trust Company
New York
$3.11M +$42.8K +1,696 +1%
HIA
144
Harbor Investment Advisory
Maryland
$3.09M +$197K +7,789 +7%
BI
145
Breachway Investments
Rhode Island
$3.01M -$215K -8,527 -7%
ABC
146
Associated Banc-Corp
Wisconsin
$2.98M +$257K +10,196 +9%
LF
147
LifePlan Financial
Minnesota
$2.9M +$59.1K +2,340 +2%
VVP
148
Venture Visionary Partners
Ohio
$2.9M +$2.3K +91 +0.1%
HNW
149
High Note Wealth
Minnesota
$2.88M +$1.46M +57,985 +104%
AIA
150
AssuredPartners Investment Advisors
Florida
$2.85M +$345K +13,671 +14%