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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
276
WJ Wealth Management
Arizona
$342K -$132K -5,200 -28%
RBC
277
Romano Brothers & Co
Illinois
$340K +$339K +13,340 New
CWS
278
Cypress Wealth Services
California
$336K – – –
VFIC
279
Valley Forge Investment Consultants
Pennsylvania
$334K +$3.76K +148 +1%
NL
280
NWAM LLC
Washington
$331K +$2.49K +98 +0.8%
SSWM
281
Smith Salley Wealth Management
North Carolina
$327K +$325K +12,796 New
PJSIMP
282
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K – – –
CSIA
283
Conrad Siegel Investment Advisors
Pennsylvania
$312K +$2.95K +116 +1%
RWM
284
Riverchase Wealth Management
Texas
$307K +$306K +12,030 New
FAC
285
Financial Advisory Corporation
Michigan
$301K +$94.4K +3,715 +46%
JAG
286
Journey Advisory Group
Kentucky
$293K – – –
FFA
287
Farther Finance Advisors
California
$291K +$233K +9,175 +410%
KWS
288
Keystone Wealth Services
California
$289K -$37.8K -1,488 -12%
MIM
289
Moseley Investment Management
Florida
$286K +$25 +1 +0%
FDCP
290
Foster Dykema Cabot & Partners
Massachusetts
$286K – – –
AM
291
Atwater Malick
Pennsylvania
$284K – – –
PCIA
292
Prime Capital Investment Advisors
Kansas
$269K +$13.8K +541 +5%
MC
293
Moors & Cabot
Massachusetts
$260K +$32.7K +1,288 +14%
HFA
294
Highland Financial Advisors
New Jersey
$259K – – –
MW
295
Maia Wealth
Colorado
$259K -$39.8K -1,564 -13%
NDSI
296
Newman Dignan & Sheerar Inc
Rhode Island
$257K +$50.4K +1,982 +24%
EAM
297
Evanson Asset Management
California
$256K +$255K +10,025 New
RSWM
298
Robertson Stephens Wealth Management
California
$250K -$25 -1 -0%
AWE
299
Avidian Wealth Enterprises
Texas
$250K +$8.9K +350 +4%
NGA
300
Naples Global Advisors
Florida
$247K +$246K +9,690 New
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