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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
76
Mendota Financial Group
Wisconsin
$404K +$145K +6,574 +56%
VA
77
Valmark Advisers
Ohio
$399K +$401K +18,199 New
Baird Financial Group
78
Baird Financial Group
Wisconsin
$387K +$388K +17,622 New
FTUS
79
Flow Traders U.S.
New York
$372K -$1.6M -72,898 -81%
DSC
80
Duncker Streett & Co
Missouri
$358K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$354K -$68K -3,088 -16%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$319K -$787K -35,756 -71%
SWMG
83
Signature Wealth Management Group
Georgia
$287K +$293K +13,295 New
AWM
84
Apollon Wealth Management
South Carolina
$284K +$1.8K +82 +0.6%
KAS
85
KPP Advisory Services
Kentucky
$281K +$282K +12,800 New
AGP
86
Autumn Glory Partners
Texas
$280K
SFC
87
Strategic Financial Concepts
Texas
$271K +$272K +12,350 New
PS
88
Principal Securities
Iowa
$268K +$20.1K +915 +8%
CIAS
89
CFS Investment Advisory Services
New Jersey
$256K -$77.1K -3,504 -23%
Lido Advisors
90
Lido Advisors
California
$252K
HFA
91
Highland Financial Advisors
New Jersey
$251K
UCFA
92
United Capital Financial Advisors
Texas
$243K +$244K +11,081 New
YWM
93
Yoder Wealth Management
California
$237K -$35.2K -1,600 -13%
TWM
94
Trinity Wealth Management
Pennsylvania
$232K +$233K +10,574 New
HighTower Advisors
95
HighTower Advisors
Illinois
$230K +$4.58K +208 +2%
WT
96
Washington Trust
Rhode Island
$222K +$223K +10,140 New
BWM
97
BCS Wealth Management
Tennessee
$216K
BC
98
Barrett & Company
Rhode Island
$159K +$119K +5,400 +292%
UCB
99
United Community Bank
South Carolina
$143K +$144K +6,530 New
EW
100
Element Wealth
Mississippi
$140K +$141K +6,384 New