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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$169K +$99K +3,999 +137%
BONH
127
Bank of New Hampshire
New Hampshire
$169K
EW
128
Element Wealth
Mississippi
$163K +$49.5K +2,000 +43%
WFA
129
Wells Financial Advisors
Massachusetts
$136K
CTWM
130
Cherry Tree Wealth Management
Minnesota
$136K +$137K +5,542 New
OHWP
131
Oak Harbor Wealth Partners
North Carolina
$121K
BC
132
Barrett & Company
Rhode Island
$81.2K +$25K +1,009 +44%
SPIA
133
Steward Partners Investment Advisory
New York
$77.9K -$59.3K -2,397 -43%
LWANC
134
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K
KOCAA
135
Knights of Columbus Asset Advisors
Connecticut
$70.6K
PFM
136
Phillips Financial Management
Indiana
$56.6K
OAJ
137
Ogorek Anthony Joseph
New York
$54K +$55.4K +2,238 New
AF
138
Allworth Financial
California
$46.2K -$31.2K -1,262 -40%
FRA
139
Front Row Advisors
California
$39K
SF
140
Safeguard Financial
Wisconsin
$39K +$40K +1,614 New
HI
141
Harbour Investments
Wisconsin
$37.9K +$371 +15 +1%
SC
142
Stephens Consulting
Michigan
$32.1K
YDMI
143
Y.D. More Investments
Israel
$31.1K
RF
144
Robbins Farley
New Hampshire
$30.3K
PTC
145
Private Trust Company
Ohio
$28.8K
PA
146
PSI Advisors
Florida
$24.5K
GBT
147
Grove Bank & Trust
Florida
$15.9K +$16.1K +650 New
BC
148
Bartlett & Co
Ohio
$15K +$14.9K +600 New
BCWM
149
Bartlett & Co Wealth Management
Ohio
$14.7K +$14.9K +600 New
FFA
150
Farther Finance Advisors
California
$11.1K