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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$835K +$833K +37,300 New
CIA
102
Compass Ion Advisors
Pennsylvania
$831K +$1.03K +46 +0.1%
APW
103
Austin Private Wealth
Texas
$780K -$126K -5,645 -14%
MFG
104
Mendota Financial Group
Wisconsin
$679K +$677K +30,342 New
FW
105
FullCircle Wealth
Texas
$637K -$10.1K -454 -2%
BAM
106
Belpointe Asset Management
Nevada
$581K +$97.4K +4,363 +20%
CCM
107
Coldstream Capital Management
Washington
$576K +$6.34K +284 +1%
DSC
108
Duncker Streett & Co
Missouri
$566K -$35K -1,567 -6%
SPWM
109
Straight Path Wealth Management
Michigan
$552K +$53.2K +2,383 +11%
RFG
110
RFP Financial Group
Georgia
$538K -$126K -5,647 -19%
BC
111
Barrett & Company
Rhode Island
$536K +$54.1K +2,425 +11%
GSAM
112
Grant Street Asset Management
Pennsylvania
$533K +$5.22K +234 +1%
EW
113
Evexia Wealth
Wisconsin
$526K +$28.2K +1,264 +6%
BSTWA
114
Blake Schutter Theil Wealth Advisors
Ohio
$517K -$24.9K -1,115 -5%
KOC
115
Koss-Olinger Consulting
Florida
$512K
Creative Planning
116
Creative Planning
Kansas
$510K +$41.5K +1,861 +9%
HI
117
Harbour Investments
Wisconsin
$506K +$173K +7,737 +52%
Cerity Partners
118
Cerity Partners
New York
$491K +$19.7K +882 +4%
WAS
119
Wealth Advisory Solutions
Indiana
$484K +$20.4K +914 +4%
MWM
120
Modera Wealth Management
New Jersey
$476K +$200K +8,949 +73%
BMCM
121
Black Maple Capital Management
Wisconsin
$448K +$223K +10,000 +100%
T
122
Tableaux
Massachusetts
$437K +$30.9K +1,384 +8%
AQR Capital Management
123
AQR Capital Management
Connecticut
$433K +$432K +19,365 New
HBT
124
Heartland Bank & Trust
Illinois
$430K +$30.7K +1,374 +8%
PS
125
Principal Securities
Iowa
$425K +$1.47K +66 +0.3%