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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Name Holding Trade Value Shares
Change 		Change in
Stake
KOCAA
151
Knights of Columbus Asset Advisors
Connecticut
$69.2K – – –
BWL
152
Bogart Wealth LLC
Virginia
$61.1K +$61.8K +2,542 New
SPIA
153
Steward Partners Investment Advisory
New York
$57.2K -$19.5K -800 -25%
PFM
154
Phillips Financial Management
Indiana
$55.6K – – –
OAJ
155
Ogorek Anthony Joseph
New York
$53K – – –
AF
156
Allworth Financial
California
$45.3K – – –
RF
157
Robbins Farley
New Hampshire
$43.4K +$13.8K +567 +46%
FRA
158
Front Row Advisors
California
$38.4K – – –
GRP
159
Global Retirement Partners
California
$38.2K +$39K +1,601 New
HI
160
Harbour Investments
Wisconsin
$37.6K +$414 +17 +1%
SWA
161
Sutton Wealth Advisors
Florida
$34.3K +$34.7K +1,426 New
AGWCA
162
Annis Gardner Whiting Capital Advisors
Florida
$33.6K +$34.1K +1,400 New
SC
163
Stephens Consulting
Michigan
$31.5K – – –
YDMI
164
Y.D. More Investments
Israel
$30.5K – – –
PTC
165
Private Trust Company
Ohio
$28.2K – – –
PA
166
PSI Advisors
Florida
$24K – – –
HGERS
167
Householder Group Estate & Retirement Specialist
Arizona
$21.9K +$22.1K +910 New
GBT
168
Grove Bank & Trust
Florida
$15.6K – – –
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$14.9K +$15.1K +620 New
BCWM
170
Bartlett & Co Wealth Management
Ohio
$14.4K – – –
BC
171
Bartlett & Co
Ohio
$14K – – –
CAL
172
Capital Analysts LLC
Pennsylvania
$11K – – –
FFA
173
Farther Finance Advisors
California
$10.9K – – –
EDRH
174
Edmond de Rothschild Holding
Switzerland
$10.8K +$10.9K +448 New
HL
175
HeadInvest LLC
Maine
$7.16K +$7.3K +300 New
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