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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
276
Stokes Family Office
Louisiana
$569K – – –
AWAU
277
Alliance Wealth Advisors (Utah)
Utah
$561K -$277K -10,876 -33%
AT
278
American Trust
Kentucky
$546K – – –
OC
279
Oppenheimer & Co
New York
$543K +$41.4K +1,628 +8%
SWASL
280
Spartan Wealth Advisory Services LLC
Michigan
$540K +$542K +21,314 New
SPWM
281
Straight Path Wealth Management
Michigan
$534K +$21.2K +832 +4%
AWE
282
Avidian Wealth Enterprises
Texas
$530K +$293K +11,507 +122%
WWM
283
Walser Wealth Management
Florida
$530K +$532K +20,919 New
CCM
284
CFO Capital Management
Connecticut
$527K +$76.2K +2,996 +17%
JBA
285
Johnson Bixby & Associates
Washington
$526K +$2.37K +93 +0.5%
PWA
286
Provenance Wealth Advisors
Florida
$515K -$50K -1,966 -9%
RSWA
287
Robinson Smith Wealth Advisors
Maine
$507K +$737 +29 +0.1%
GC
288
Gilbert & Cook
Iowa
$493K -$75K -2,948 -13%
SG
289
StoneX Group
New York
$480K -$39.5K -1,555 -8%
MA
290
Mutual Advisors
Nebraska
$480K -$47.9K -1,885 -9%
EIP
291
Ellis Investment Partners
Pennsylvania
$479K +$40.8K +1,604 +9%
AM
292
Atwater Malick
Pennsylvania
$470K +$55.6K +2,188 +13%
RRA
293
Round Rock Advisors
Connecticut
$464K – – –
PJSIMP
294
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$120K +4,701 +35%
AA
295
Ancora Advisors
Ohio
$456K +$25 +1 +0%
ASN
296
Advisory Services Network
Georgia
$451K -$11.1K -436 -2%
RF
297
Robbins Farley
New Hampshire
$446K +$40.1K +1,575 +10%
PCIA
298
Prime Capital Investment Advisors
Kansas
$431K -$135K -5,308 -24%
PS
299
Principal Securities
Iowa
$431K -$11.7K -460 -3%
WIM
300
Wiregrass Investment Management
Georgia
$431K +$102K +4,000 +31%
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