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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Alterna Wealth Management
Texas
$294K +$294K +13,172 New
YWM
202
Yoder Wealth Management
California
$291K – – –
LFAS
203
Level Four Advisory Services
Texas
$286K +$67 +3 +0%
ACM
204
Alamar Capital Management
California
$283K – – –
LWM
205
Liberty Wealth Management
California
$282K +$1.41K +63 +0.5%
OPTFSNA
206
Old Point Trust & Financial Services N A
Virginia
$276K +$24.6K +1,100 +10%
DWM
207
DecisionMap Wealth Management
Virginia
$267K – – –
BSAM
208
Blue Square Asset Management
New York
$259K +$10.5K +470 +4%
UCB
209
United Community Bank
South Carolina
$257K +$257K +11,520 New
CFGA
210
Cambridge Financial Group (Arizona)
Arizona
$256K – – –
HFA
211
Highland Financial Advisors
New Jersey
$255K – – –
CWM
212
Connecticut Wealth Management
Connecticut
$251K +$291 +13 +0.1%
ML
213
MLP3 LLC
New Jersey
$245K +$246K +10,988 New
CA
214
CGN Advisors
Kansas
$236K +$237K +10,586 New
GPA
215
Guidance Point Advisors
Massachusetts
$235K +$12.1K +540 +5%
HA
216
Hanover Advisors
South Carolina
$233K -$2.19K -98 -0.9%
CSIA
217
Conrad Siegel Investment Advisors
Pennsylvania
$218K +$4.63K +207 +2%
WIA
218
World Investment Advisors
California
$215K +$215K +9,632 New
PFM
219
Phillips Financial Management
Indiana
$187K +$1.09K +49 +0.6%
PWA
220
Physician Wealth Advisors
Utah
$156K -$78K -3,488 -33%
CTWM
221
Cherry Tree Wealth Management
Minnesota
$135K – – –
HBT
222
Hills Bank & Trust
Iowa
$118K +$3.96K +177 +3%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$110K +$110K +4,915 New
FFA
224
Farther Finance Advisors
California
$99.5K +$100K +4,482 New
CB
225
CNB Bank
Pennsylvania
$95.1K -$1.12K -50 -1%