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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$3.62M +$952K +43,260 +36%
GRP
27
Global Retirement Partners
California
$3.04M +$991K +45,009 +48%
Morgan Stanley
28
Morgan Stanley
New York
$2.86M +$1.73M +78,527 +151%
SWM
29
Shelton Wealth Management
Texas
$2.85M +$924K +41,971 +48%
CCP
30
Carmel Capital Partners
California
$2.79M +$2.8M +127,232 New
PAS
31
Park Avenue Securities
New York
$2.7M -$374K -17,011 -12%
Financial Engines Advisors
32
Financial Engines Advisors
California
$2.42M +$521K +23,655 +27%
SCM
33
SCS Capital Management
Massachusetts
$2.38M +$2.39M +108,620 New
CTC
34
Central Trust Company
Missouri
$2.31M +$1.22M +55,507 +111%
AWP
35
Accretive Wealth Partners
New Jersey
$2.24M +$158K +7,172 +7%
AF
36
Allworth Financial
California
$2.24M -$1.1M -49,872 -33%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.21M +$2.21M +100,615 New
SWM
38
Stockman Wealth Management
Montana
$2.21M +$504K +22,882 +29%
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M +$2M +91,000 New
MCM
40
MV Capital Management
Maryland
$1.85M +$615K +27,952 +50%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.76M +$720K +32,729 +69%
MIM
42
Moseley Investment Management
Florida
$1.41M +$514K +23,373 +57%
Citadel Advisors
43
Citadel Advisors
Florida
$1.37M +$1.37M +62,456 New
Goldman Sachs
44
Goldman Sachs
New York
$1.36M -$256K -11,632 -16%
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M +$421K +19,134 +50%
ABC
46
Associated Banc-Corp
Wisconsin
$1.12M +$41.3K +1,875 +4%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.12M +$684K +31,075 +157%
Stifel Financial
48
Stifel Financial
Missouri
$1.04M +$37.8K +1,719 +4%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.04M +$376K +17,106 +56%
HC
50
Hara Capital
Washington
$1.01M +$374K +16,973 +58%