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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CGN Advisors
Kansas
$1.75M -$2.15M -85,241 -55%
MSWM
152
McGlone Suttner Wealth Management
Wisconsin
$1.73M +$212K +8,411 +14%
RWP
153
Reliant Wealth Planning
Kentucky
$1.72M +$242K +9,609 +17%
MWM
154
Meridian Wealth Management
Kentucky
$1.7M +$381K +15,110 +29%
SWM
155
Segment Wealth Management
Texas
$1.69M +$60.6K +2,405 +4%
BFS
156
BridgePort Financial Solutions
Iowa
$1.68M -$31.5K -1,250 -2%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$1.67M +$502K +19,922 +43%
FFG
158
Foundry Financial Group
New Hampshire
$1.61M -$132K -5,234 -8%
DWM
159
Drive Wealth Management
Utah
$1.59M -$35.3K -1,400 -2%
FWMM
160
Foundation Wealth Management (Missouri)
Missouri
$1.59M +$479 +19 +0%
FCM
161
Fortis Capital Management
Washington
$1.58M -$198K -7,856 -11%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$1.56M -$161K -6,404 -9%
FFIC
163
First Fiduciary Investment Counsel
Ohio
$1.54M -$2.52K -100 -0.2%
DC
164
Davenport & Co
Virginia
$1.51M
CL
165
COWA LLC
Oklahoma
$1.49M +$469K +18,614 +47%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$1.44M +$550K +21,820 +63%
BFG
167
Beacon Financial Group
Texas
$1.42M +$351K +13,909 +33%
CF
168
Cyr Financial
Illinois
$1.41M +$268K +10,632 +24%
ACM
169
Advance Capital Management
Michigan
$1.4M +$14.7K +585 +1%
MIH
170
Meitav Investment House
Israel
$1.4M -$70.1K -2,780 -5%
SMC
171
Smith, Moore & Co
Missouri
$1.34M -$59.2K -2,350 -4%
PAG
172
Private Advisor Group
New Jersey
$1.33M -$192K -7,622 -13%
RCA
173
Resonant Capital Advisors
Wisconsin
$1.33M +$180K +7,138 +16%
GCG
174
Gilbert Capital Group
Maine
$1.31M +$1.3M +51,715 New
SWM
175
Scissortail Wealth Management
Oklahoma
$1.3M -$3.65K -145 -0.3%