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iShares iBonds Dec 2028 Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$76.2M +$4.34M +194,372 +6%
Morgan Stanley
2
Morgan Stanley
New York
$76.2M -$723K -32,353 -0.9%
Wells Fargo
3
Wells Fargo
California
$67.7M +$4.19M +187,512 +7%
Bank of America
4
Bank of America
North Carolina
$60.8M +$1.64M +73,304 +3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$53.6M +$2.99M +133,909 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$43.4M +$1.93M +86,455 +5%
UBS Group
7
UBS Group
Switzerland
$31.4M +$8.67M +387,797 +38%
B
8
Bailard
California
$30.3M +$30.4M +1,361,953 New
BCM
9
Brookstone Capital Management
Illinois
$30.2M -$327K -14,637 -1%
HWA
10
Heartwood Wealth Advisors
Virginia
$28.8M +$28.9M +1,291,891 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$28.3M +$26.4M +1,179,570 +1,299%
FAC
12
Financial Advisory Corporation
Michigan
$27.5M +$5.65M +252,776 +26%
AAIM
13
Asset Advisors Investment Management
Georgia
$27M +$1.36M +60,635 +5%
UCFA
14
United Capital Financial Advisors
Texas
$26.3M +$3.07M +137,223 +13%
HPC
15
HM Payson & Co
Maine
$23.3M +$9.59M +428,905 +69%
LPL Financial
16
LPL Financial
California
$23.2M +$4.21M +188,327 +22%
SWP
17
Stratos Wealth Partners
Ohio
$22.6M +$823K +36,830 +4%
AP
18
Atwood & Palmer
Missouri
$21M +$432K +19,318 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$21M +$4.28M +191,447 +26%
HAS
20
Horizon Advisory Services
New York
$20.1M +$442K +19,766 +2%
JAG
21
Journey Advisory Group
Kentucky
$19.4M +$548K +24,541 +3%
IWC
22
Integrated Wealth Concepts
Massachusetts
$18M +$4.95M +221,499 +38%
Ameriprise
23
Ameriprise
Minnesota
$17.9M +$7.12M +318,466 +66%
MA
24
MKT Advisors
California
$17.8M +$414K +18,508 +2%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$17.6M +$1.69M +75,702 +11%