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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modern Wealth Management
Kansas
$594K -$1.21M -54,447 -67%
MWM
152
Mission Wealth Management
California
$593K +$283K +12,746 +91%
EW
153
Element Wealth
Mississippi
$591K -$5.48K -247 -0.9%
BPA
154
Beacon Pointe Advisors
California
$589K +$87.8K +3,960 +17%
KPWS
155
Kestra Private Wealth Services
Texas
$557K +$107K +4,825 +24%
T
156
Tableaux
Massachusetts
$556K -$75.3K -3,394 -12%
CB
157
Chris Bulman
California
$552K -$70.7K -3,188 -11%
AQR Capital Management
158
AQR Capital Management
Connecticut
$551K +$122K +5,500 +28%
GSAM
159
Grant Street Asset Management
Pennsylvania
$542K +$5.03K +227 +0.9%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$533K +$425K +19,150 +390%
KTM
161
Keeler Thomas Management
Utah
$521K -$114K -5,137 -18%
JIC
162
Johnson Investment Counsel
Ohio
$513K
GC
163
Gilbert & Cook
Iowa
$490K
EH
164
Equitable Holdings
New York
$470K +$17.5K +790 +4%
DAS
165
Daybright Advisory Services
Florida
$469K +$5.81K +262 +1%
MAS
166
Madden Advisory Services
Florida
$457K +$22.1K +998 +5%
SFC
167
Strategic Financial Concepts
Texas
$449K
AWE
168
Avidian Wealth Enterprises
Texas
$442K +$35.1K +1,581 +9%
PS
169
Principal Securities
Iowa
$427K -$26K -1,172 -6%
HBT
170
Heartland Bank & Trust
Illinois
$425K
JCM
171
Jacobi Capital Management
Pennsylvania
$417K +$2.53K +114 +0.6%
BFP
172
Beacon Financial Planning
Massachusetts
$400K +$2.4K +108 +0.6%
SAM
173
Smithbridge Asset Management
Pennsylvania
$399K
PCIA
174
Prime Capital Investment Advisors
Kansas
$395K +$28.4K +1,279 +8%
WP
175
Walleye Partners
Wisconsin
$386K +$3.59K +162 +0.9%