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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
201
Cypress Wealth Services
California
$357K – – –
EW
202
Element Wealth
Mississippi
$354K -$20.1K -815 -5%
PJSIMP
203
P.J. Schmidt Investment Management (PJS)
Wisconsin
$332K -$41.7K -1,691 -11%
PPP
204
Private Portfolio Partners
New Jersey
$329K – – –
BONH
205
Bank of New Hampshire
New Hampshire
$327K -$7.4K -300 -2%
FMWA
206
Forvis Mazars Wealth Advisors
Missouri
$326K +$324K +13,160 New
FFA
207
Farther Finance Advisors
California
$326K -$27.7K -1,122 -8%
OMIC
208
Old Mission Investment Co
Michigan
$325K +$62.9K +2,553 +24%
SB
209
Strategic Blueprint
Georgia
$317K -$33.1K -1,344 -10%
SWA
210
Sightline Wealth Advisors
Connecticut
$308K +$306K +12,429 New
RFN
211
Redwood Financial Network
Ohio
$308K +$65.4K +2,651 +27%
Comerica Bank
212
Comerica Bank
Texas
$297K -$12.8K -518 -4%
JAG
213
Journey Advisory Group
Kentucky
$295K -$73.4K -2,979 -20%
CPIG
214
Chicago Partners Investment Group
Illinois
$291K +$3.33K +135 +1%
SPWM
215
Straight Path Wealth Management
Michigan
$281K +$280K +11,363 New
ACGA
216
Atlanta Consulting Group Advisors
Georgia
$279K +$278K +11,260 New
MA
217
MKT Advisors
California
$271K +$8.85K +359 +3%
RW
218
REDW Wealth
New Mexico
$266K +$12.3K +500 +5%
CIAS
219
CFS Investment Advisory Services
New Jersey
$264K -$147K -5,952 -36%
MOS
220
MGO One Seven
Ohio
$262K +$1.21K +49 +0.5%
PS
221
Principal Securities
Iowa
$262K – – –
ACA
222
Anchor Capital Advisors
Massachusetts
$261K – – –
TWA
223
Talisman Wealth Advisors
New Jersey
$257K +$256K +10,383 New
CA
224
Clearstead Advisors
Ohio
$255K +$254K +10,285 New
HFA
225
Highland Financial Advisors
New Jersey
$252K – – –