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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
276
Ashton Thomas Private Wealth
Arizona
$245K -$727 -29 -0.3%
CSIA
277
Conrad Siegel Investment Advisors
Pennsylvania
$243K +$31.7K +1,265 +15%
AAS
278
Avantax Advisory Services
Texas
$243K -$2.38K -95 -1%
SC
279
Scotia Capital
Ontario, Canada
$242K – – –
ASN
280
Advisory Services Network
Georgia
$241K +$240K +9,558 New
GCA
281
Gradient Capital Advisors
California
$241K +$239K +9,532 New
AA
282
Addison Advisors
Vermont
$218K +$3.13K +125 +1%
WANY
283
Wealthspire Advisors (New York)
New York
$218K +$216K +8,639 New
NEPWA
284
New England Private Wealth Advisors
Massachusetts
$215K +$1.6K +64 +0.8%
RW
285
REDW Wealth
New Mexico
$214K – – –
CHA
286
Cooper/Haims Advisors
New York
$208K – – –
BL
287
Balentine LLC
Georgia
$205K +$1.53K +61 +0.8%
FAC
288
Financial Advisory Corporation
Michigan
$204K +$202K +8,061 New
FHA
289
First Horizon Advisors
Tennessee
$203K – – –
AA
290
Alesco Advisors
New York
$202K +$201K +8,010 New
CAM
291
Creekmur Asset Management
Illinois
$201K -$69.9K -2,790 -26%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K – – –
PFM
293
Phillips Financial Management
Indiana
$190K – – –
PWA
294
Physician Wealth Advisors
Utah
$163K +$96.5K +3,851 +147%
HBT
295
Hills Bank & Trust
Iowa
$163K – – –
WSFS
296
Wilmington Savings Fund Society
Delaware
$159K – – –
HC
297
Hurley Capital
New York
$156K +$125 +5 +0.1%
PTC
298
Private Trust Company
Ohio
$153K +$100K +4,010 +196%
OHWP
299
Oak Harbor Wealth Partners
North Carolina
$137K – – –
BWL
300
Bogart Wealth LLC
Virginia
$136K -$19.7K -786 -13%
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