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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
126
United Capital Financial Advisors
Texas
$1.84M +$176K +6,995 +10%
CCM
127
Coldstream Capital Management
Washington
$1.83M -$118K -4,681 -6%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.78M +$296K +11,802 +20%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$1.74M +$1.07M +42,688 +158%
SWP
130
Stratos Wealth Partners
Ohio
$1.71M +$63.4K +2,524 +4%
BFS
131
BridgePort Financial Solutions
Iowa
$1.69M +$1.69M +67,267 New
CTA
132
Chesley Taft & Associates
Illinois
$1.69M +$397K +15,800 +30%
KNW
133
Kesler Norman & Wride
Utah
$1.67M -$468K -18,639 -22%
CWM
134
Cabot Wealth Management
Massachusetts
$1.64M +$7.74K +308 +0.5%
CP
135
Cornerstone Planning
North Carolina
$1.63M +$1.64M +65,270 New
SWM
136
Segment Wealth Management
Texas
$1.61M +$110K +4,395 +7%
LIA
137
LBMC Investment Advisors
Tennessee
$1.6M +$1.32M +52,662 +450%
WMWM
138
Wilkins Miller Wealth Management
Alabama
$1.6M +$1.62M +64,359 New
ACM
139
Arcataur Capital Management
Wisconsin
$1.59M +$661K +26,320 +70%
MIH
140
Meitav Investment House
Israel
$1.52M +$91.5K +3,643 +6%
FFIC
141
First Fiduciary Investment Counsel
Ohio
$1.51M +$575K +22,875 +60%
FWMM
142
Foundation Wealth Management (Missouri)
Missouri
$1.47M +$35.1K +1,398 +2%
SG
143
Strid Group
Pennsylvania
$1.47M +$561K +22,351 +61%
RWP
144
Reliant Wealth Planning
Kentucky
$1.45M +$265K +10,557 +22%
PAG
145
Private Advisor Group
New Jersey
$1.44M +$13K +518 +0.9%
FFG
146
Foundry Financial Group
New Hampshire
$1.42M +$51.9K +2,068 +4%
CIA
147
Covington Investment Advisors
Pennsylvania
$1.42M +$1.43M +56,835 New
FCM
148
Fortis Capital Management
Washington
$1.4M -$527K -20,996 -27%
CL
149
COWA LLC
Oklahoma
$1.38M +$1.05M +41,624 +305%
SWM
150
Scissortail Wealth Management
Oklahoma
$1.35M +$1.36M +54,247 +61,644%