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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
201
Oppenheimer & Co
New York
$402K +$397K +15,735 New
RBC
202
Roble Belko & Company
Pennsylvania
$396K +$18K +712 +5%
KWS
203
Keystone Wealth Services
California
$390K -$46.7K -1,854 -11%
VFIC
204
Valley Forge Investment Consultants
Pennsylvania
$375K +$4.26K +169 +1%
SWA
205
Strata Wealth Advisors
Texas
$373K
CFO
206
CVA Family Office
Colorado
$371K +$250K +9,915 +215%
PJSIMP
207
P.J. Schmidt Investment Management (PJS)
Wisconsin
$370K +$27.7K +1,100 +8%
CWS
208
Cypress Wealth Services
California
$368K
AA
209
Ancora Advisors
Ohio
$358K +$354K +14,041 New
RFN
210
Redwood Financial Network
Ohio
$354K +$36.4K +1,442 +12%
CL
211
COWA LLC
Oklahoma
$348K +$344K +13,635 New
Jones Financial Companies
212
Jones Financial Companies
Missouri
$341K +$257K +10,207 +326%
MAS
213
Madden Advisory Services
Florida
$340K +$336K +13,309 New
PPP
214
Private Portfolio Partners
New Jersey
$340K
SPWM
215
Straight Path Wealth Management
Michigan
$338K +$47.5K +1,883 +17%
SB
216
Strategic Blueprint
Georgia
$332K +$5.6K +222 +2%
HPC
217
HM Payson & Co
Maine
$326K +$293K +11,635 +1,023%
IAN
218
Integrated Advisors Network
Texas
$309K +$49.2K +1,953 +19%
LIA
219
LBMC Investment Advisors
Tennessee
$299K +$295K +11,705 New
JAG
220
Journey Advisory Group
Kentucky
$295K
CPIG
221
Chicago Partners Investment Group
Illinois
$293K
BONH
222
Bank of New Hampshire
New Hampshire
$291K -$45.4K -1,800 -14%
RFC
223
Regions Financial Corp
Alabama
$285K +$59K +2,338 +26%
PS
224
Principal Securities
Iowa
$275K +$5.55K +220 +2%
RW
225
REDW Wealth
New Mexico
$274K