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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MAI Capital Management
Ohio
$419K +$4.11K +184 +1%
KPWS
127
Kestra Private Wealth Services
Texas
$415K +$61K +2,733 +17%
PIM
128
Penobscot Investment Management
Massachusetts
$409K +$408K +18,290 New
SAM
129
Smithbridge Asset Management
Pennsylvania
$403K +$402K +18,000 New
IAA
130
Independent Advisor Alliance
North Carolina
$387K +$150K +6,740 +64%
JCM
131
Jacobi Capital Management
Pennsylvania
$385K +$2.32K +104 +0.6%
HighTower Advisors
132
HighTower Advisors
Illinois
$383K +$27.9K +1,252 +8%
SWMG
133
Signature Wealth Management Group
Georgia
$379K -$135K -6,028 -26%
LIA
134
LBMC Investment Advisors
Tennessee
$371K +$1.99K +89 +0.5%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$369K +$94.4K +4,231 +34%
CBT
136
Crews Bank & Trust
Florida
$369K +$39.1K +1,750 +12%
WFMPM
137
Woodley Farra Manion Portfolio Management
Indiana
$366K +$137K +6,134 +60%
SFB
138
STAR Financial Bank
Indiana
$359K -$1.76M -78,786 -83%
PP
139
Prosperity Planning
Missouri
$353K
KIM
140
Kestra Investment Management
Texas
$349K -$40.5K -1,813 -10%
PB
141
Pinnacle Bancorp
Nebraska
$347K
SWP
142
Summit Wealth Partners
Florida
$346K +$26.1K +1,168 +8%
TWM
143
Trinity Wealth Management
Pennsylvania
$338K
EW
144
Element Wealth
Mississippi
$330K
EH
145
Equitable Holdings
New York
$328K +$87.4K +3,917 +36%
OCG
146
Opus Capital Group
Ohio
$325K +$324K +14,500 New
CIAS
147
CFS Investment Advisory Services
New Jersey
$312K -$69.6K -3,119 -18%
AGP
148
Autumn Glory Partners
Texas
$305K +$15.9K +714 +6%
KAS
149
KPP Advisory Services
Kentucky
$304K -$5.02K -225 -2%
PJSIMP
150
P.J. Schmidt Investment Management (PJS)
Wisconsin
$293K +$513 +23 +0.2%