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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Park Avenue Securities
New York
$2.19M -$380K -17,066 -15%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$2.11M +$35.8K +1,609 +2%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M +$316K +14,203 +18%
ADL
54
Asset Dedication LLC
California
$2.02M -$838K -37,647 -30%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.92M +$705K +31,644 +59%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$1.89M +$271K +12,181 +17%
SFB
57
STAR Financial Bank
Indiana
$1.8M +$564K +25,341 +46%
AF
58
Allworth Financial
California
$1.8M -$90.3K -4,053 -5%
BFO
59
Boston Family Office
Massachusetts
$1.7M +$174K +7,794 +12%
IWC
60
Integrated Wealth Concepts
Massachusetts
$1.65M +$509K +22,855 +45%
RWP
61
Reliant Wealth Planning
Kentucky
$1.54M +$241K +10,842 +19%
ABC
62
Associated Banc-Corp
Wisconsin
$1.27M +$111K +4,983 +10%
HF
63
HRT Financial
New York
$1.18M +$1.17M +52,565 New
FFG
64
Foundry Financial Group
New Hampshire
$1.18M +$26.3K +1,183 +2%
JSA
65
Jim Saulnier & Associates
Colorado
$1.13M +$1.12M +50,128 New
NG
66
Northstar Group
New York
$1.12M +$1.11M +49,865 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$974K +$555K +24,920 +136%
SB
68
Strategic Blueprint
Georgia
$889K +$355K +15,929 +68%
LIM
69
Leavell Investment Management
Alabama
$878K +$421K +18,918 +94%
HighTower Advisors
70
HighTower Advisors
Illinois
$838K +$585K +26,291 +240%
APW
71
Austin Private Wealth
Texas
$784K -$45.3K -2,033 -6%
FTUS
72
Flow Traders U.S.
New York
$783K -$1.7M -76,376 -69%
KAS
73
Kestra Advisory Services
Texas
$776K +$2.21K +99 +0.3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$775K +$15.1K +679 +2%
UCFA
75
United Capital Financial Advisors
Texas
$768K +$308K +13,815 +68%