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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
226
Mather Group
Illinois
$169K +$169K +7,639 New
APFP
227
Action Point Financial Planning
Michigan
$159K +$160K +7,199 New
FFA
228
Farther Finance Advisors
California
$150K +$51.1K +2,303 +51%
CTWM
229
Cherry Tree Wealth Management
Minnesota
$134K – – –
HBT
230
Hills Bank & Trust
Iowa
$120K +$1.91K +86 +2%
KFI
231
Key Financial Inc
Pennsylvania
$108K +$108K +4,885 New
CB
232
CNB Bank
Pennsylvania
$98.3K +$3.84K +173 +4%
BWL
233
Bogart Wealth LLC
Virginia
$74.5K +$44 +2 +0.1%
FPB
234
First PREMIER Bank
South Dakota
$68K – – –
US Bancorp
235
US Bancorp
Minnesota
$67.5K – – –
NB
236
NBH Bank
Colorado
$61.4K +$61.5K +2,773 New
HC
237
Hara Capital
Washington
$58.5K – – –
LAMC
238
Longview Asset Management (California)
California
$56.3K +$56.4K +2,542 New
IA
239
IFG Advisory
Georgia
$53.1K +$53.2K +2,400 New
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$50.9K +$12.6K +569 +33%
AUB
241
Atlantic Union Bankshares
Virginia
$50.2K +$26K +1,174 +107%
MA
242
MCF Advisors
Kentucky
$50K +$21K +949 +73%
BTI
243
Blue Trust Inc
Georgia
$47.1K +$47.2K +2,127 New
MWM
244
Mascoma Wealth Management
New Hampshire
$43.9K – – –
AWM
245
AE Wealth Management
Kansas
$42.7K – – –
CT
246
Clearstead Trust
Maine
$29.4K – – –
PTC
247
Private Trust Company
Ohio
$25.7K – – –
Fidelity Investments
248
Fidelity Investments
Massachusetts
$25K +$444 +20 +2%
OSNBOA
249
Old Second National Bank of Aurora
Illinois
$20.2K – – –
RF
250
Robbins Farley
New Hampshire
$20.2K – – –