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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Provenance Wealth Advisors
Florida
$601K +$445K +17,653 +299%
SWC
177
Spectrum Wealth Counsel
Indiana
$579K
SWM
178
Stockman Wealth Management
Montana
$576K +$58.6K +2,323 +11%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$562K +$5.77K +229 +1%
DP
180
Dearborn Partners
Illinois
$549K +$4.77K +189 +0.9%
SFO
181
Stokes Family Office
Louisiana
$544K
4WM
182
4J Wealth Management
Virginia
$541K +$31.3K +1,240 +6%
MA
183
Mutual Advisors
Nebraska
$540K +$1.08K +43 +0.2%
Mariner
184
Mariner
Kansas
$530K +$9.94K +394 +2%
1WM
185
1900 Wealth Management
Texas
$515K +$5.85K +232 +1%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$507K -$31.5K -1,249 -6%
RSWM
187
Robertson Stephens Wealth Management
California
$500K +$2.19K +87 +0.4%
PIM
188
Penobscot Investment Management
Massachusetts
$499K +$87K +3,450 +21%
TFS
189
Thoroughbred Financial Services
Tennessee
$485K +$8.04K +319 +2%
BWM
190
BCS Wealth Management
Tennessee
$475K
SCG
191
Sonata Capital Group
Washington
$474K +$468K +18,557 New
RSWA
192
Robinson Smith Wealth Advisors
Maine
$474K +$14.2K +562 +3%
SMC
193
Smith, Moore & Co
Missouri
$454K +$51.4K +2,039 +13%
BAM
194
Belpointe Asset Management
Nevada
$434K -$169K -6,695 -28%
MML Investors Services
195
MML Investors Services
Massachusetts
$432K +$175K +6,935 +70%
JCM
196
Jacobi Capital Management
Pennsylvania
$428K +$423K +16,779 New
SWA
197
Sightline Wealth Advisors
Connecticut
$409K +$90.5K +3,591 +29%
DSC
198
Duncker Streett & Co
Missouri
$408K
EW
199
Element Wealth
Mississippi
$404K +$38.6K +1,531 +11%
RWM
200
Ritholtz Wealth Management
New York
$402K