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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$354K +$60.2K +2,706 +21%
KPWS
127
Kestra Private Wealth Services
Texas
$354K +$352K +15,820 New
PP
128
Prosperity Planning
Missouri
$353K
PB
129
Pinnacle Bancorp
Nebraska
$346K
TWM
130
Trinity Wealth Management
Pennsylvania
$337K
HI
131
Harbour Investments
Wisconsin
$332K +$51K +2,296 +18%
CBT
132
Crews Bank & Trust
Florida
$329K +$10K +450 +3%
EW
133
Element Wealth
Mississippi
$329K +$82.8K +3,725 +34%
SWP
134
Summit Wealth Partners
Florida
$319K +$100K +4,504 +46%
KAS
135
KPP Advisory Services
Kentucky
$309K
PJSIMP
136
P.J. Schmidt Investment Management (PJS)
Wisconsin
$292K +$290K +13,058 New
AGP
137
Autumn Glory Partners
Texas
$289K +$667 +30 +0.2%
SFC
138
Strategic Financial Concepts
Texas
$280K
EP
139
Essential Planning
New Hampshire
$278K +$1.71K +77 +0.6%
LWM
140
Liberty Wealth Management
California
$276K +$275K +12,358 New
WANY
141
Wealthspire Advisors (New York)
New York
$275K +$274K +12,315 New
MWM
142
Modera Wealth Management
New Jersey
$275K +$273K +12,298 New
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$274K +$14K +629 +5%
ADL
144
Asset Dedication LLC
California
$271K +$63.9K +2,876 +31%
CWM
145
Connecticut Wealth Management
Connecticut
$265K +$264K +11,862 New
CFGA
146
Cambridge Financial Group (Arizona)
Arizona
$262K
DWM
147
DecisionMap Wealth Management
Virginia
$261K +$59.4K +2,670 +30%
UCB
148
United Community Bank
South Carolina
$258K
HFA
149
Highland Financial Advisors
New Jersey
$256K
ECM
150
Exchange Capital Management
Michigan
$250K +$248K +11,179 New