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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
176
Cherry Tree Wealth Management
Minnesota
$92.2K -$9.96K -446 -10%
BWL
177
Bogart Wealth LLC
Virginia
$75.2K +$45 +2 +0.1%
HWM
178
Horizons Wealth Management
North Carolina
$74.6K +$39.8K +1,782 +115%
AWM
179
AllSquare Wealth Management
New York
$71.8K
US Bancorp
180
US Bancorp
Minnesota
$68.3K
FPB
181
First PREMIER Bank
South Dakota
$68K
BOJHT
182
Bank of Jackson Hole Trust
Wyoming
$62.1K -$12.1K -541 -16%
HC
183
Hara Capital
Washington
$59.2K -$50.9K -2,282 -46%
MWM
184
Mascoma Wealth Management
New Hampshire
$44.4K
OSNBOA
185
Old Second National Bank of Aurora
Illinois
$40.9K
RF
186
Robbins Farley
New Hampshire
$39.1K
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$38K -$35.6K -1,597 -48%
HNW
188
High Note Wealth
Minnesota
$29.3K +$29.3K +1,311 New
MA
189
MCF Advisors
Kentucky
$28.8K +$28.7K +1,286 New
PTC
190
Private Trust Company
Ohio
$26K
Fidelity Investments
191
Fidelity Investments
Massachusetts
$25K +$268 +12 +1%
AUB
192
Atlantic Union Bankshares
Virginia
$24.5K +$24.4K +1,095 New
William Blair & Company
193
William Blair & Company
Illinois
$24.2K -$26.9K -1,204 -53%
EB
194
Eastern Bank
Massachusetts
$21.3K
CB
195
CNB Bank
Pennsylvania
$20.2K +$20.2K +904 New
HBW
196
Hazlett, Burt & Watson
West Virginia
$18K +$17.5K +782 New
LCM
197
Logan Capital Management
Pennsylvania
$6.85K +$379 +17 +6%
GWSG
198
GPS Wealth Strategies Group
Colorado
$6.18K +$6.16K +276 New
CFD
199
Creative Financial Designs
Indiana
$4.23K
CA
200
Clearstead Advisors
Ohio
$3.42K +$3.42K +153 New