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iShares iBonds Dec 2028 Term Corporate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFC
201
Regions Financial Corp
Alabama
$898K +$65.5K +2,598 +8%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$896K +$35.6K +1,412 +4%
AWM
203
Alterna Wealth Management
Texas
$886K +$587K +23,281 +201%
MTWM
204
Masso Torrence Wealth Management
New Jersey
$813K – – –
PP
205
Prosperity Planning
Missouri
$786K – – –
BWM
206
Bullock Wealth Management
Indiana
$776K +$132K +5,251 +21%
BCM
207
Brookstone Capital Management
Illinois
$770K +$50 +2 +0%
OMC
208
Old Mission Capital
Illinois
$750K +$744K +29,521 New
LF
209
Lee Financial
Texas
$735K – – –
JCM
210
Jacobi Capital Management
Pennsylvania
$730K +$30.6K +1,216 +4%
4WM
211
4J Wealth Management
Virginia
$717K +$81.9K +3,250 +13%
BAM
212
Belpointe Asset Management
Nevada
$707K +$104K +4,131 +17%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$702K – – –
AGP
214
Autumn Glory Partners
Texas
$682K +$781 +31 +0.1%
BBNB
215
Baker Boyer National Bank
Washington
$681K +$6.02K +239 +0.9%
Comerica Bank
216
Comerica Bank
Texas
$670K -$225K -8,931 -25%
SWP
217
Summit Wealth Partners
Florida
$662K +$1.34K +53 +0.2%
DWT
218
Dorsey & Whitney Trust
South Dakota
$661K – – –
TFS
219
Thoroughbred Financial Services
Tennessee
$658K -$38.4K -1,524 -6%
MML Investors Services
220
MML Investors Services
Massachusetts
$639K +$97.1K +3,853 +18%
Neuberger Berman Group
221
Neuberger Berman Group
New York
$628K -$65.8K -2,610 -10%
SWM
222
Stockman Wealth Management
Montana
$623K -$5.9K -234 -0.9%
DSC
223
Duncker Streett & Co
Missouri
$606K – – –
AWAU
224
Alliance Wealth Advisors (Utah)
Utah
$606K +$601K +23,831 New
Baird Financial Group
225
Baird Financial Group
Wisconsin
$589K -$21.9K -869 -4%