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iShares iBonds 2028 Term High Yield and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
76
High Note Wealth
Minnesota
$143K +$125K +5,283 +696%
CTWM
77
Cherry Tree Wealth Management
Minnesota
$140K – – –
PA
78
Parallel Advisors
California
$69.2K +$69.3K +2,925 New
SAG
79
SageView Advisory Group
California
$59.9K +$59.9K +2,532 New
CB
80
CNB Bank
Pennsylvania
$51.5K +$51.5K +2,174 New
BC
81
Barrett & Company
Rhode Island
$45.6K – – –
IAIM
82
International Assets Investment Management
Florida
$36.7K +$36.7K +1,550 New
HC
83
Hurley Capital
New York
$29K +$29K +1,225 New
BTI
84
Blue Trust Inc
Georgia
$19.6K +$402 +17 +2%
HBW
85
Hazlett, Burt & Watson
West Virginia
$18K +$355 +15 +2%
FFA
86
Farther Finance Advisors
California
$16.5K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$16K -$7.91K -334 -33%
HPC
88
HM Payson & Co
Maine
$9.94K – – –
HI
89
Harbour Investments
Wisconsin
$1.61K -$11.2K -474 -87%
Jane Street
90
Jane Street
New York
– -$3.84M -160,975 Closed
SW
91
Simplicity Wealth
New Jersey
– -$493K -20,664 Closed
PS
92
Principal Securities
Iowa
– -$121K -5,074 Closed
JWA
93
JFS Wealth Advisors
Pennsylvania
– -$7.16K -300 Closed
CA
94
Clearstead Advisors
Ohio
– -$4.4K -184 Closed
ASN
95
Advisory Services Network
Georgia
– -$3.51K -147 Closed