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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
$2.62M +$155K +6,092 +6%
CIA
152
Covington Investment Advisors
Pennsylvania
$2.61M +$70.9K +2,787 +3%
PSIWM
153
Paradigm Strategies in Wealth Management
Minnesota
$2.58M -$202K -7,929 -7%
AIA
154
AssuredPartners Investment Advisors
Florida
$2.5M +$2.52M +99,114 New
CTA
155
Chesley Taft & Associates
Illinois
$2.43M +$71.2K +2,800 +3%
CWM
156
Cabot Wealth Management
Massachusetts
$2.42M +$366K +14,385 +18%
CCM
157
Coldstream Capital Management
Washington
$2.42M +$543K +21,368 +29%
LFASL
158
Lugano Financial Advisors SA (LFA)
Switzerland
$2.37M +$26.5K +1,043 +1%
ACM
159
Arcataur Capital Management
Wisconsin
$2.35M +$328K +12,905 +16%
RBC
160
Roble Belko & Company
Pennsylvania
$2.34M +$1.67M +65,608 +245%
PAS
161
Park Avenue Securities
New York
$2.33M -$254K -10,008 -10%
KTM
162
Keeler Thomas Management
Utah
$2.31M -$1.92M -75,415 -45%
MSWM
163
McGlone Suttner Wealth Management
Wisconsin
$2.23M +$207K +8,133 +10%
PAG
164
Private Advisor Group
New Jersey
$2.17M +$352K +13,839 +19%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$2.14M +$70.7K +2,781 +3%
FA
166
FF Advisors
California
$2.09M -$1.36M -53,573 -39%
JP Morgan Chase
167
JP Morgan Chase
New York
$2.09M +$473K +18,603 +29%
First Manhattan
168
First Manhattan
New York
$2.06M +$1.7M +67,008 +464%
CL
169
COWA LLC
Oklahoma
$2.03M +$23.5K +926 +1%
FFP
170
FourThought Financial Partners
Florida
$2.01M +$652K +25,622 +48%
SWM
171
Segment Wealth Management
Texas
$1.98M +$218K +8,555 +12%
WI
172
WrapManager Inc
California
$1.94M +$45.4K +1,784 +2%
FFG
173
Foundry Financial Group
New Hampshire
$1.93M -$114K -4,487 -6%
FWMM
174
Foundation Wealth Management (Missouri)
Missouri
$1.93M +$97.8K +3,844 +5%
SFA
175
Sequoia Financial Advisors
Ohio
$1.92M +$1.92M +75,617 New