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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWM
201
Yoder Wealth Management
California
$291K
LFAS
202
Level Four Advisory Services
Texas
$286K +$67 +3 +0%
ACM
203
Alamar Capital Management
California
$283K
LWM
204
Liberty Wealth Management
California
$282K +$1.41K +63 +0.5%
OPTFSNA
205
Old Point Trust & Financial Services N A
Virginia
$276K +$24.6K +1,100 +10%
DWM
206
DecisionMap Wealth Management
Virginia
$267K
BSAM
207
Blue Square Asset Management
New York
$259K +$10.5K +470 +4%
UCB
208
United Community Bank
South Carolina
$257K +$257K +11,520 New
CFGA
209
Cambridge Financial Group (Arizona)
Arizona
$256K
HFA
210
Highland Financial Advisors
New Jersey
$255K
CWM
211
Connecticut Wealth Management
Connecticut
$251K +$291 +13 +0.1%
ML
212
MLP3 LLC
New Jersey
$245K +$246K +10,988 New
CA
213
CGN Advisors
Kansas
$236K +$237K +10,586 New
GPA
214
Guidance Point Advisors
Massachusetts
$235K +$12.1K +540 +5%
HA
215
Hanover Advisors
South Carolina
$233K -$2.19K -98 -0.9%
CSIA
216
Conrad Siegel Investment Advisors
Pennsylvania
$218K +$4.63K +207 +2%
WIA
217
World Investment Advisors
California
$215K +$215K +9,632 New
PFM
218
Phillips Financial Management
Indiana
$187K +$1.09K +49 +0.6%
PWA
219
Physician Wealth Advisors
Utah
$156K -$78K -3,488 -33%
CTWM
220
Cherry Tree Wealth Management
Minnesota
$135K
HBT
221
Hills Bank & Trust
Iowa
$118K +$3.96K +177 +3%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$110K +$110K +4,915 New
FFA
223
Farther Finance Advisors
California
$99.5K +$100K +4,482 New
CB
224
CNB Bank
Pennsylvania
$95.1K -$1.12K -50 -1%
BWL
225
Bogart Wealth LLC
Virginia
$75K +$45 +2 +0.1%