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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
276
Stockman Wealth Management
Montana
$633K +$26K +1,028 +4%
AWMG
277
ADG Wealth Management Group
Louisiana
$631K -$884 -35 -0.1%
T
278
Tableaux
Massachusetts
$619K -$77.1K -3,052 -11%
FCH
279
Freestone Capital Holdings
Washington
$619K -$315K -12,457 -34%
TFS
280
Thoroughbred Financial Services
Tennessee
$616K -$54.8K -2,170 -8%
BFP
281
Beacon Financial Planning
Massachusetts
$613K +$193K +7,625 +46%
RFN
282
Redwood Financial Network
Ohio
$608K -$3.91K -155 -0.6%
MOS
283
MGO One Seven
Ohio
$598K -$51.2K -2,028 -8%
WA
284
Waverly Advisors
Alabama
$586K +$306K +12,131 +109%
AWM
285
Alterna Wealth Management
Texas
$580K -$439K -17,374 -43%
FIB
286
First Interstate Bank
Montana
$579K – – –
AWE
287
Avidian Wealth Enterprises
Texas
$565K +$35.9K +1,422 +7%
CWA
288
Cornerstone Wealth Advisors
Minnesota
$562K +$562K +22,250 New
AM
289
Atwater Malick
Pennsylvania
$553K +$85.2K +3,373 +18%
AT
290
American Trust
Kentucky
$544K – – –
WWM
291
WJ Wealth Management
Arizona
$533K -$129K -5,100 -19%
ASN
292
Advisory Services Network
Georgia
$528K +$78.3K +3,099 +17%
JBA
293
Johnson Bixby & Associates
Washington
$527K +$2.78K +110 +0.5%
PWA
294
Provenance Wealth Advisors
Florida
$513K – – –
RSWA
295
Robinson Smith Wealth Advisors
Maine
$506K +$1.11K +44 +0.2%
GC
296
Gilbert & Cook
Iowa
$491K – – –
EIP
297
Ellis Investment Partners
Pennsylvania
$485K +$8.13K +322 +2%
MA
298
Mutual Advisors
Nebraska
$483K +$4.52K +179 +0.9%
RRA
299
Round Rock Advisors
Connecticut
$462K – – –
PJSIMP
300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$458K – – –
10 11
12
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