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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
101
Heartland Bank & Trust
Illinois
$391K +$129K +5,871 +49%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$382K +$60.3K +2,734 +19%
KOC
103
Koss-Olinger Consulting
Florida
$381K +$384K +17,400 New
AC
104
Apella Capital
Connecticut
$352K +$4.5K +204 +1%
JCM
105
Jacobi Capital Management
Pennsylvania
$352K +$89.1K +4,040 +34%
TWM
106
Trinity Wealth Management
Pennsylvania
$330K +$88.2K +4,001 +36%
BC
107
Barrett & Company
Rhode Island
$326K +$115K +5,209 +54%
HC
108
Hara Capital
Washington
$313K -$108K -4,903 -26%
MML Investors Services
109
MML Investors Services
Massachusetts
$312K +$4.39K +199 +1%
PB
110
Pinnacle Bancorp
Nebraska
$309K +$91K +4,127 +41%
KAS
111
KPP Advisory Services
Kentucky
$302K +$22K +1,000 +8%
MBT
112
Montecito Bank & Trust
California
$302K +$304K +13,794 New
PS
113
Principal Securities
Iowa
$294K +$2.01K +91 +0.7%
PP
114
Prosperity Planning
Missouri
$293K
FW
115
FullCircle Wealth
Texas
$292K +$294K +13,319 New
CBT
116
Crews Bank & Trust
Florida
$289K +$291K +13,205 New
Bank of New York Mellon
117
Bank of New York Mellon
New York
$287K +$29K +1,317 +11%
CIAS
118
CFS Investment Advisory Services
New Jersey
$285K +$4.52K +205 +2%
AGP
119
Autumn Glory Partners
Texas
$282K +$2.98K +135 +1%
SFC
120
Strategic Financial Concepts
Texas
$271K
PCA
121
Prosperity Capital Advisors
Ohio
$264K -$2.95K -134 -1%
HFA
122
Highland Financial Advisors
New Jersey
$250K
CFGA
123
Cambridge Financial Group (Arizona)
Arizona
$242K
YWM
124
Yoder Wealth Management
California
$240K
LIA
125
LBMC Investment Advisors
Tennessee
$231K +$232K +10,524 New