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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
151
J.W. Cole Advisors
Florida
$2.47M -$212K -8,329 -8%
LFASL
152
Lugano Financial Advisors SA (LFA)
Switzerland
$2.37M
CTA
153
Chesley Taft & Associates
Illinois
$2.37M +$305K +11,957 +15%
Mariner
154
Mariner
Kansas
$2.32M -$393K -15,421 -14%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$2.08M +$1.58M +61,875 +314%
CWM
156
Cabot Wealth Management
Massachusetts
$2.06M +$117K +4,602 +6%
FFG
157
Foundry Financial Group
New Hampshire
$2.06M +$124K +4,887 +6%
WMWM
158
Wilkins Miller Wealth Management
Alabama
$2.03M +$196K +7,705 +11%
MSWM
159
McGlone Suttner Wealth Management
Wisconsin
$2.03M +$239K +9,367 +13%
ACM
160
Arcataur Capital Management
Wisconsin
$2.03M -$20.3K -795 -1%
CL
161
COWA LLC
Oklahoma
$2.02M +$464K +18,200 +30%
EWS
162
Evergreen Wealth Solutions
Pennsylvania
$1.96M -$1.96K -77 -0.1%
BFG
163
Beacon Financial Group
Texas
$1.91M +$158K +6,218 +9%
FFIC
164
First Fiduciary Investment Counsel
Ohio
$1.91M +$352K +13,805 +23%
WI
165
WrapManager Inc
California
$1.9M -$416K -16,315 -18%
CCM
166
Coldstream Capital Management
Washington
$1.88M
FWMM
167
Foundation Wealth Management (Missouri)
Missouri
$1.84M +$182K +7,149 +11%
PAG
168
Private Advisor Group
New Jersey
$1.83M +$531K +20,863 +41%
SWM
169
Segment Wealth Management
Texas
$1.78M +$4.58K +180 +0.3%
MIH
170
Meitav Investment House
Israel
$1.75M +$91.3K +3,586 +6%
FCM
171
Fortis Capital Management
Washington
$1.73M +$13.7K +538 +0.8%
RWP
172
Reliant Wealth Planning
Kentucky
$1.73M +$13.8K +542 +0.8%
WFMPM
173
Woodley Farra Manion Portfolio Management
Indiana
$1.69M +$494K +19,378 +41%
RWM
174
Riverchase Wealth Management
Texas
$1.69M +$1.39M +54,391 +452%
JBC
175
Jefferson Bridge Capital
Tennessee
$1.69M +$1.69M +66,270 New