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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DP
151
Dearborn Partners
Illinois
$487K +$472K +19,427 New
PP
152
Prosperity Planning
Missouri
$470K
ADL
153
Asset Dedication LLC
California
$449K -$7.65K -315 -2%
GHA
154
Granite Harbor Advisors
Texas
$448K -$5.71K -235 -1%
CA
155
Cetera Advisors
Colorado
$441K +$51.3K +2,114 +14%
RWP
156
Reliant Wealth Planning
Kentucky
$399K +$387K +15,917 New
DWA
157
Delap Wealth Advisory
Oregon
$399K +$386K +15,892 New
SWA
158
Strata Wealth Advisors
Texas
$367K +$1.26K +52 +0.4%
DSC
159
Duncker Streett & Co
Missouri
$367K
CIAS
160
CFS Investment Advisory Services
New Jersey
$365K +$354K +14,562 New
CWS
161
Cypress Wealth Services
California
$362K +$81.4K +3,351 +30%
RWM
162
Ritholtz Wealth Management
New York
$361K
RSWM
163
Robertson Stephens Wealth Management
California
$359K +$48.7K +2,004 +16%
SC
164
Saiph Capital
New Jersey
$351K -$41.7K -1,718 -11%
4WM
165
4J Wealth Management
Virginia
$339K +$19.7K +810 +6%
RBC
166
Roble Belko & Company
Pennsylvania
$335K +$24.4K +1,004 +8%
SIM
167
Stratos Investment Management
Ohio
$313K +$75.2K +3,098 +33%
SF
168
Safeguard Financial
Wisconsin
$305K +$296K +12,170 New
PAG
169
Private Advisor Group
New Jersey
$304K +$295K +12,133 New
Comerica Bank
170
Comerica Bank
Texas
$303K
APW
171
Austin Private Wealth
Texas
$303K +$293K +12,063 New
CPIG
172
Chicago Partners Investment Group
Illinois
$287K +$279K +11,500 New
EWM
173
Executive Wealth Management
Michigan
$284K +$275K +11,331 New
TFS
174
Thoroughbred Financial Services
Tennessee
$283K +$274K +11,299 New
PJSIMP
175
P.J. Schmidt Investment Management (PJS)
Wisconsin
$279K +$3.11K +128 +1%