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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
126
Roble Belko & Company
Pennsylvania
$296K +$29.6K +1,218 +11%
RSWM
127
Robertson Stephens Wealth Management
California
$296K – – –
Comerica Bank
128
Comerica Bank
Texas
$290K +$294K +12,081 New
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$281K +$438 +18 +0.2%
CWS
130
Cypress Wealth Services
California
$266K – – –
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$261K +$30.5K +1,253 +13%
SFO
132
Stokes Family Office
Louisiana
$259K +$263K +10,795 New
ECM
133
Exchange Capital Management
Michigan
$252K – – –
RFN
134
Redwood Financial Network
Ohio
$242K -$69.3K -2,849 -22%
ISB
135
Iowa State Bank
Iowa
$241K +$3.82K +157 +2%
WJA
136
Willis Johnson & Associates
Texas
$229K – – –
SIM
137
Stratos Investment Management
Ohio
$225K +$228K +9,382 New
AMM
138
American Money Management
California
$221K -$29.2K -1,200 -12%
MA
139
Mutual Advisors
Nebraska
$215K – – –
CTA
140
Chesley Taft & Associates
Illinois
$211K +$214K +8,800 New
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$207K +$41.4K +1,701 +25%
EW
142
Element Wealth
Mississippi
$180K +$19.8K +815 +12%
BONH
143
Bank of New Hampshire
New Hampshire
$165K – – –
WFA
144
Wells Financial Advisors
Massachusetts
$134K – – –
CTWM
145
Cherry Tree Wealth Management
Minnesota
$133K – – –
OHWP
146
Oak Harbor Wealth Partners
North Carolina
$119K – – –
AA
147
Addison Advisors
Vermont
$116K +$111K +4,553 +1,656%
PWA
148
Provenance Wealth Advisors
Florida
$90.9K +$92.1K +3,784 New
BC
149
Barrett & Company
Rhode Island
$79.9K +$243 +10 +0.3%
KOCAA
150
Knights of Columbus Asset Advisors
Connecticut
$69.2K – – –