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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
51
M3 Advisory Group
Massachusetts
$266K – – –
BWM
52
Bullock Wealth Management
Indiana
$259K +$25.4K +1,071 +11%
EAM
53
Evanson Asset Management
California
$256K +$255K +10,732 New
Stifel Financial
54
Stifel Financial
Missouri
$250K +$30.5K +1,286 +14%
PAG
55
Private Advisor Group
New Jersey
$250K +$10.2K +432 +4%
T
56
Tableaux
Massachusetts
$240K +$27.3K +1,151 +13%
OMC
57
Old Mission Capital
Illinois
$209K -$92.6K -3,905 -31%
GRP
58
Global Retirement Partners
California
$199K +$1.66K +70 +0.8%
AWM
59
AE Wealth Management
Kansas
$174K +$154K +6,509 +814%
GI
60
GAMMA Investing
California
$163K -$1.08M -45,490 -87%
CTWM
61
Cherry Tree Wealth Management
Minnesota
$141K – – –
PS
62
Principal Securities
Iowa
$121K +$2.25K +95 +2%
BC
63
Barrett & Company
Rhode Island
$45.9K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$24K +$7.92K +334 +50%
BTI
65
Blue Trust Inc
Georgia
$19.3K +$308 +13 +2%
HNW
66
High Note Wealth
Minnesota
$18.1K +$18K +759 New
HBW
67
Hazlett, Burt & Watson
West Virginia
$18K +$17.5K +737 New
FFA
68
Farther Finance Advisors
California
$16.6K +$16.5K +696 New
HI
69
Harbour Investments
Wisconsin
$12.9K – – –
HPC
70
HM Payson & Co
Maine
$10K +$9.96K +420 New
JWA
71
JFS Wealth Advisors
Pennsylvania
$7.16K +$7.12K +300 New
CA
72
Clearstead Advisors
Ohio
$4.4K +$4.36K +184 New
ASN
73
Advisory Services Network
Georgia
$3.51K +$3.49K +147 New
SIM
74
Seaview Investment Managers
Florida
– -$882K -37,163 Closed
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
– -$445K -18,747 Closed