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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
251
Principal Securities
Iowa
$290K +$21.7K +864 +8%
FDCP
252
Foster Dykema Cabot & Partners
Massachusetts
$289K +$261K +10,400 +867%
MOS
253
MGO One Seven
Ohio
$276K +$8.44K +336 +3%
DWM
254
Dakota Wealth Management
Florida
$274K +$276K +11,000 New
CAM
255
Creekmur Asset Management
Illinois
$268K +$200K +7,964 +285%
BC
256
Barrett & Company
Rhode Island
$255K +$124K +4,935 +93%
HFA
257
Highland Financial Advisors
New Jersey
$253K – – –
MF
258
Montis Financial
Massachusetts
$253K +$255K +10,155 New
ATPW
259
Ashton Thomas Private Wealth
Arizona
$243K +$245K +9,741 New
PIMG
260
Patriot Investment Management Group
Tennessee
$242K +$244K +9,723 New
AAS
261
Avantax Advisory Services
Texas
$242K +$31.4K +1,252 +15%
SC
262
Scotia Capital
Ontario, Canada
$239K – – –
WJA
263
Willis Johnson & Associates
Texas
$238K – – –
SG
264
StoneX Group
New York
$225K +$2.34K +93 +1%
PCIA
265
Prime Capital Investment Advisors
Kansas
$223K +$225K +8,958 New
AM
266
Atwater Malick
Pennsylvania
$216K – – –
MA
267
MKT Advisors
California
$214K -$34.8K -1,385 -14%
AA
268
Addison Advisors
Vermont
$212K – – –
RW
269
REDW Wealth
New Mexico
$211K -$56.6K -2,253 -21%
ADL
270
Asset Dedication LLC
California
$211K -$1.27M -50,604 -86%
NEPWA
271
New England Private Wealth Advisors
Massachusetts
$210K +$212K +8,448 New
CSIA
272
Conrad Siegel Investment Advisors
Pennsylvania
$208K +$210K +8,368 New
CHA
273
Cooper/Haims Advisors
New York
$205K – – –
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K +$201K +8,000 New
BL
275
Balentine LLC
Georgia
$200K +$202K +8,051 New
9 10
11
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