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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
76
Reliant Wealth Planning
Kentucky
$267K – – –
FCH
77
Freestone Capital Holdings
Washington
$263K -$87.5K -3,723 -25%
CF
78
Cyr Financial
Illinois
$244K +$11K +470 +5%
LFAS
79
Level Four Advisory Services
Texas
$229K +$22K +935 +11%
1WM
80
1900 Wealth Management
Texas
$228K – – –
SA
81
Sanctuary Advisors
Indiana
$224K +$705 +30 +0.3%
KAS
82
KPP Advisory Services
Kentucky
$224K +$224K +9,525 New
BCM
83
Boreal Capital Management
Florida
$221K – – –
CWM
84
Cornerstone Wealth Management
Missouri
$211K +$211K +8,983 New
EWA
85
EP Wealth Advisors
California
$206K +$206K +8,752 New
EH
86
Equitable Holdings
New York
$202K +$202K +8,613 New
GRP
87
Global Retirement Partners
California
$172K +$172K +7,320 New
AWM
88
AE Wealth Management
Kansas
$172K -$9.05K -385 -5%
FFA
89
Farther Finance Advisors
California
$141K +$25.1K +1,066 +22%
CTWM
90
Cherry Tree Wealth Management
Minnesota
$134K – – –
WFG
91
Wormser Freres Gestion
France
$134K +$134K +5,721 New
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$55.1K +$55.1K +2,345 New
CB
93
CNB Bank
Pennsylvania
$52.8K +$2.19K +93 +4%
NF
94
Napier Financial
Massachusetts
$51.7K – – –
IAIM
95
International Assets Investment Management
Florida
$48.7K – – –
BC
96
Barrett & Company
Rhode Island
$45.2K – – –
SWM
97
Spire Wealth Management
Virginia
$44.6K -$16K -682 -26%
HC
98
Hurley Capital
New York
$39.2K +$611 +26 +2%
GSEP
99
Golden State Equity Partners
California
$29.7K -$159K -6,757 -84%
BTI
100
Blue Trust Inc
Georgia
$19.9K +$306 +13 +2%