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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
176
Strid Group
Pennsylvania
$454K +$453K +18,217 New
EWM
177
Executive Wealth Management
Michigan
$452K +$173K +6,961 +61%
RSWA
178
Robinson Smith Wealth Advisors
Maine
$415K +$178K +7,151 +75%
CIAS
179
CFS Investment Advisory Services
New Jersey
$414K +$51.3K +2,062 +14%
RWM
180
Ritholtz Wealth Management
New York
$392K +$34.2K +1,375 +10%
SMC
181
Smith, Moore & Co
Missouri
$383K +$113K +4,549 +42%
MBT
182
Montecito Bank & Trust
California
$382K +$381K +15,319 New
EW
183
Element Wealth
Mississippi
$377K +$140K +5,623 +59%
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$376K +$97.7K +3,924 +35%
JAG
185
Journey Advisory Group
Kentucky
$371K +$371K +14,900 New
BAM
186
Belpointe Asset Management
Nevada
$369K +$368K +14,804 New
SWA
187
Strata Wealth Advisors
Texas
$364K
DSC
188
Duncker Streett & Co
Missouri
$364K
CWS
189
Cypress Wealth Services
California
$359K
VFIC
190
Valley Forge Investment Consultants
Pennsylvania
$357K +$357K +14,344 New
FFA
191
Farther Finance Advisors
California
$355K +$346K +13,894 +3,060%
SB
192
Strategic Blueprint
Georgia
$352K +$352K +14,133 New
Bank of New York Mellon
193
Bank of New York Mellon
New York
$350K +$106K +4,264 +44%
TFS
194
Thoroughbred Financial Services
Tennessee
$348K +$66.9K +2,688 +24%
BONH
195
Bank of New Hampshire
New Hampshire
$337K +$105K +4,200 +45%
RBC
196
Roble Belko & Company
Pennsylvania
$332K
PPP
197
Private Portfolio Partners
New Jersey
$331K +$331K +13,300 New
ATC
198
Adirondack Trust Company
New York
$320K +$63K +2,532 +25%
Comerica Bank
199
Comerica Bank
Texas
$312K +$11.1K +445 +4%
VA
200
Valmark Advisers
Ohio
$310K +$310K +12,441 New