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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$76.9M +$1.16M +52,489 +2%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$75.9M +$122K +5,523 +0.2%
Bank of America
3
Bank of America
North Carolina
$67.7M +$7.34M +330,794 +12%
SWA
4
Stratos Wealth Advisors
Ohio
$61.3M +$60.7M +2,739,342 +9,211%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$58.4M +$5.16M +232,600 +10%
Wells Fargo
6
Wells Fargo
California
$42.4M -$24.9M -1,125,010 -37%
AAP
7
Arax Advisory Partners
Colorado
$41.8M +$41.9M +1,889,290 New
Raymond James Financial
8
Raymond James Financial
Florida
$40.3M -$2.78M -125,162 -6%
IWC
9
Integrated Wealth Concepts
Massachusetts
$37.2M +$19.3M +870,042 +107%
B
10
Bailard
California
$31.9M +$1.72M +77,771 +6%
UBS Group
11
UBS Group
Switzerland
$30.6M -$651K -29,336 -2%
BCM
12
Brookstone Capital Management
Illinois
$30.4M +$408K +18,398 +1%
FAC
13
Financial Advisory Corporation
Michigan
$29.8M +$2.5M +112,581 +9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$29.7M +$1.55M +69,857 +5%
HWA
15
Heartwood Wealth Advisors
Virginia
$28.9M +$317K +14,279 +1%
UCFA
16
United Capital Financial Advisors
Texas
$28M +$1.84M +82,996 +7%
AAIM
17
Asset Advisors Investment Management
Georgia
$26.9M +$50.2K +2,264 +0.2%
BlackRock
18
BlackRock
New York
$26.4M +$11.5M +516,561 +76%
HPC
19
HM Payson & Co
Maine
$26.2M +$3.04M +136,887 +13%
LPL Financial
20
LPL Financial
California
$24.6M +$1.53M +69,195 +7%
SWP
21
Stratos Wealth Partners
Ohio
$23M +$578K +26,051 +3%
AP
22
Atwood & Palmer
Missouri
$21.2M +$354K +15,969 +2%
HAS
23
Horizon Advisory Services
New York
$20.4M +$478K +21,544 +2%
JAG
24
Journey Advisory Group
Kentucky
$19.5M +$185K +8,322 +1%
MA
25
MKT Advisors
California
$18.6M +$860K +38,797 +5%