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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$615K +$109K +4,884 +22%
BC
127
Barrett & Company
Rhode Island
$606K +$71.2K +3,182 +13%
GC
128
Gilbert & Cook
Iowa
$600K +$600K +26,806 New
MFG
129
Merit Financial Group
Georgia
$590K +$331K +14,764 +127%
RWM
130
Riverchase Wealth Management
Texas
$585K +$586K +26,174 New
Cerity Partners
131
Cerity Partners
New York
$579K +$88.7K +3,963 +18%
CCM
132
Coldstream Capital Management
Washington
$576K
DSC
133
Duncker Streett & Co
Missouri
$566K
EW
134
Element Wealth
Mississippi
$564K +$235K +10,513 +71%
Creative Planning
135
Creative Planning
Kansas
$559K +$49.4K +2,206 +10%
LIA
136
LBMC Investment Advisors
Tennessee
$543K +$173K +7,724 +47%
GSAM
137
Grant Street Asset Management
Pennsylvania
$539K +$6.72K +300 +1%
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$528K +$159K +7,096 +43%
MCM
139
MAI Capital Management
Ohio
$518K +$99.7K +4,454 +24%
KPWS
140
Kestra Private Wealth Services
Texas
$495K +$80.2K +3,582 +19%
WAS
141
Wealth Advisory Solutions
Indiana
$491K +$7.54K +337 +2%
EW
142
Evexia Wealth
Wisconsin
$488K -$37.2K -1,662 -7%
PS
143
Principal Securities
Iowa
$468K +$43.8K +1,958 +10%
DAS
144
Daybright Advisory Services
Florida
$466K +$467K +20,851 New
Lido Advisors
145
Lido Advisors
California
$458K +$458K +20,453 New
T
146
Tableaux
Massachusetts
$451K +$13.9K +622 +3%
BMCM
147
Black Maple Capital Management
Wisconsin
$447K
AQR Capital Management
148
AQR Capital Management
Connecticut
$433K
BPA
149
Beacon Pointe Advisors
California
$430K +$227K +10,141 +111%
HBT
150
Heartland Bank & Trust
Illinois
$430K