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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
76
Leavell Investment Management
Alabama
$439K +$436K +20,100 New
KF
77
Krilogy Financial
Missouri
$438K -$201K -9,243 -32%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$432K +$114K +5,230 +36%
Cerity Partners
79
Cerity Partners
New York
$418K
MFG
80
Mendota Financial Group
Wisconsin
$406K +$4.04K +186 +1%
CSPIA
81
Cary Street Partners Investment Advisory
Virginia
$401K +$399K +18,372 New
DSC
82
Duncker Streett & Co
Missouri
$391K +$33.7K +1,555 +10%
AC
83
Apella Capital
Connecticut
$345K +$342K +15,767 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$339K -$13.5K -622 -4%
NA
85
Nottingham Advisors
New York
$337K -$325K -14,985 -49%
SWMG
86
Signature Wealth Management Group
Georgia
$310K +$19.3K +889 +7%
AWM
87
Apollon Wealth Management
South Carolina
$285K +$2.87K +132 +1%
KAS
88
KPP Advisory Services
Kentucky
$279K
AGP
89
Autumn Glory Partners
Texas
$278K
PS
90
Principal Securities
Iowa
$267K
CIAS
91
CFS Investment Advisory Services
New Jersey
$254K -$260 -12 -0.1%
Lido Advisors
92
Lido Advisors
California
$251K
HFA
93
Highland Financial Advisors
New Jersey
$250K
TWM
94
Trinity Wealth Management
Pennsylvania
$242K +$10.9K +503 +5%
HighTower Advisors
95
HighTower Advisors
Illinois
$240K +$10.4K +477 +5%
YWM
96
Yoder Wealth Management
California
$239K +$3.25K +150 +1%
PCA
97
Prosperity Capital Advisors
Ohio
$232K +$231K +10,637 New
PP
98
Prosperity Planning
Missouri
$225K +$223K +10,288 New
WT
99
Washington Trust
Rhode Island
$221K
4WM
100
4J Wealth Management
Virginia
$221K +$219K +10,110 New