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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
276
First Interstate Bank
Montana
$581K +$73.6K +2,893 +14%
SFO
277
Stokes Family Office
Louisiana
$569K – – –
AWAU
278
Alliance Wealth Advisors (Utah)
Utah
$561K -$277K -10,876 -33%
AT
279
American Trust
Kentucky
$546K – – –
OC
280
Oppenheimer & Co
New York
$543K +$41.4K +1,628 +8%
SWASL
281
Spartan Wealth Advisory Services LLC
Michigan
$540K +$542K +21,314 New
SPWM
282
Straight Path Wealth Management
Michigan
$534K +$21.2K +832 +4%
AWE
283
Avidian Wealth Enterprises
Texas
$530K +$293K +11,507 +122%
WWM
284
Walser Wealth Management
Florida
$530K +$532K +20,919 New
CCM
285
CFO Capital Management
Connecticut
$527K +$76.2K +2,996 +17%
JBA
286
Johnson Bixby & Associates
Washington
$526K +$2.37K +93 +0.5%
PWA
287
Provenance Wealth Advisors
Florida
$515K -$50K -1,966 -9%
RSWA
288
Robinson Smith Wealth Advisors
Maine
$507K +$737 +29 +0.1%
GC
289
Gilbert & Cook
Iowa
$493K -$75K -2,948 -13%
SG
290
StoneX Group
New York
$480K -$39.5K -1,555 -8%
MA
291
Mutual Advisors
Nebraska
$480K -$47.9K -1,885 -9%
EIP
292
Ellis Investment Partners
Pennsylvania
$479K +$40.8K +1,604 +9%
AM
293
Atwater Malick
Pennsylvania
$470K +$55.6K +2,188 +13%
RRA
294
Round Rock Advisors
Connecticut
$464K – – –
PJSIMP
295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$459K +$120K +4,701 +35%
AA
296
Ancora Advisors
Ohio
$456K +$25 +1 +0%
ASN
297
Advisory Services Network
Georgia
$451K -$11.1K -436 -2%
RF
298
Robbins Farley
New Hampshire
$446K +$40.1K +1,575 +10%
PCIA
299
Prime Capital Investment Advisors
Kansas
$431K -$135K -5,308 -24%
PS
300
Principal Securities
Iowa
$431K -$11.7K -460 -3%
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