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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Executive Wealth Management
Michigan
$800K +$345K +14,007 +77%
GI
152
GAMMA Investing
California
$799K +$255K +10,339 +47%
BSSFA
153
Baron Silver Stevens Financial Advisors
Florida
$790K +$7.84K +318 +1%
GHA
154
Granite Harbor Advisors
Texas
$746K +$103K +4,170 +16%
VA
155
Valmark Advisers
Ohio
$727K +$417K +16,908 +136%
LF
156
Lee Financial
Texas
$716K
MBT
157
Montecito Bank & Trust
California
$680K +$299K +12,138 +79%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$677K +$29.5K +1,196 +5%
SWP
159
Summit Wealth Partners
Florida
$670K +$1.28K +52 +0.2%
PP
160
Prosperity Planning
Missouri
$652K +$649K +26,317 New
FCA
161
FinTrust Capital Advisors
South Carolina
$649K +$82.9K +3,363 +15%
DWT
162
Dorsey & Whitney Trust
South Dakota
$644K
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$630K +$41.4K +1,678 +7%
AGP
164
Autumn Glory Partners
Texas
$616K +$99.3K +4,026 +19%
MSWM
165
McGlone Suttner Wealth Management
Wisconsin
$615K -$117K -4,736 -16%
RCA
166
Resonant Capital Advisors
Wisconsin
$607K +$150K +6,097 +33%
ACM
167
Arcataur Capital Management
Wisconsin
$605K +$602K +24,435 New
BAM
168
Belpointe Asset Management
Nevada
$586K +$219K +8,872 +60%
Renaissance Technologies
169
Renaissance Technologies
New York
$562K +$560K +22,700 New
SWC
170
Spectrum Wealth Counsel
Indiana
$562K +$65.2K +2,646 +13%
WWM
171
WJ Wealth Management
Arizona
$552K +$550K +22,290 New
Bank of New York Mellon
172
Bank of New York Mellon
New York
$542K +$193K +7,821 +56%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$540K +$55.2K +2,240 +11%
MA
174
Mutual Advisors
Nebraska
$535K -$32.4K -1,316 -6%
DP
175
Dearborn Partners
Illinois
$528K +$21.1K +857 +4%