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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$870K +$314K +14,039 +56%
GI
127
Gradient Investments
Minnesota
$848K -$38.6K -1,727 -4%
CSP
128
Cary Street Partners
Virginia
$843K -$22.4K -1,002 -3%
GDP
129
Great Diamond Partners
Maine
$813K +$422K +18,865 +107%
DSC
130
Duncker Streett & Co
Missouri
$810K +$248K +11,078 +44%
LIA
131
LBMC Investment Advisors
Tennessee
$742K +$201K +9,005 +37%
WANY
132
Wealthspire Advisors (New York)
New York
$729K +$369K +16,529 +102%
HI
133
Harbour Investments
Wisconsin
$714K +$103K +4,587 +17%
SPWM
134
Straight Path Wealth Management
Michigan
$701K -$14.6K -653 -2%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$692K +$5.25K +235 +0.8%
MFG
136
Mendota Financial Group
Wisconsin
$689K +$4.11K +184 +0.6%
PP
137
Prosperity Planning
Missouri
$676K
SWA
138
Stratos Wealth Advisors
Ohio
$663K +$665K +29,740 New
HighTower Advisors
139
HighTower Advisors
Illinois
$657K -$29.3K -1,311 -4%
KOC
140
Koss-Olinger Consulting
Florida
$642K +$1.21K +54 +0.2%
KTM
141
Keeler Thomas Management
Utah
$638K -$724K -32,371 -53%
T
142
Tableaux
Massachusetts
$636K +$187K +8,375 +42%
CB
143
Chris Bulman
California
$627K -$93.4K -4,179 -13%
BC
144
Barrett & Company
Rhode Island
$626K +$22.4K +1,000 +4%
MWM
145
Modera Wealth Management
New Jersey
$623K
BSTWA
146
Blake Schutter Theil Wealth Advisors
Ohio
$616K
AM
147
Atwater Malick
Pennsylvania
$600K +$602K +26,944 New
EW
148
Element Wealth
Mississippi
$600K +$38.1K +1,705 +7%
MFG
149
Merit Financial Group
Georgia
$591K +$2.57K +115 +0.4%
WFMPM
150
Woodley Farra Manion Portfolio Management
Indiana
$590K +$194K +8,676 +49%