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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
226
Stokes Family Office
Louisiana
$571K – – –
DP
227
Dearborn Partners
Illinois
$571K +$35.4K +1,406 +7%
BL
228
Balentine LLC
Georgia
$562K +$353K +13,991 +172%
RBC
229
Roble Belko & Company
Pennsylvania
$557K – – –
BC
230
Barrett & Company
Rhode Island
$541K +$55.9K +2,219 +12%
1WM
231
1900 Wealth Management
Texas
$531K +$6.05K +240 +1%
MA
232
Mutual Advisors
Nebraska
$528K -$26K -1,033 -5%
NA
233
Nestegg Advisors
New York
$524K -$228K -9,061 -31%
EW
234
Element Wealth
Mississippi
$522K – – –
JBA
235
Johnson Bixby & Associates
Washington
$517K -$45.1K -1,790 -8%
RFN
236
Redwood Financial Network
Ohio
$514K +$32.3K +1,281 +7%
FIB
237
First Interstate Bank
Montana
$510K – – –
RSWA
238
Robinson Smith Wealth Advisors
Maine
$498K +$1.03K +41 +0.2%
MOS
239
MGO One Seven
Ohio
$496K +$33.4K +1,327 +7%
SPWM
240
Straight Path Wealth Management
Michigan
$474K +$378 +15 +0.1%
WWM
241
WJ Wealth Management
Arizona
$473K +$469K +18,600 New
KPWS
242
Kestra Private Wealth Services
Texas
$466K +$462K +18,347 New
SPIA
243
Steward Partners Investment Advisory
New York
$458K +$81.6K +3,237 +22%
RWM
244
Ritholtz Wealth Management
New York
$451K -$20.2K -800 -4%
BCPWM
245
Bradley & Co Private Wealth Management
Florida
$439K – – –
OC
246
Oppenheimer & Co
New York
$431K +$8.37K +332 +2%
CFO
247
CVA Family Office
Colorado
$427K +$1.26K +50 +0.3%
AA
248
Ancora Advisors
Ohio
$422K +$12.1K +479 +3%
SG
249
StoneX Group
New York
$420K +$5.19K +206 +1%
PS
250
Principal Securities
Iowa
$404K +$107K +4,246 +36%
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