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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$752K – – –
KPWS
227
Kestra Private Wealth Services
Texas
$717K +$138K +5,883 +24%
AWM
228
Aprio Wealth Management
Georgia
$712K +$717K +30,632 New
DWM
229
DecisionMap Wealth Management
Virginia
$710K +$22.9K +980 +3%
FWMM
230
Foundation Wealth Management (Missouri)
Missouri
$698K +$49.6K +2,121 +8%
OE
231
OFS Enterprise
Nebraska
$692K +$696K +29,750 New
PGAM
232
Princeton Global Asset Management
New Jersey
$685K +$67.9K +2,901 +11%
CA
233
CGN Advisors
Kansas
$680K -$279K -11,909 -29%
SMC
234
Smith, Moore & Co
Missouri
$675K -$81.4K -3,479 -11%
AGP
235
Autumn Glory Partners
Texas
$670K +$99.5K +4,254 +17%
CFMC
236
Curbstone Financial Management Corp
New Hampshire
$669K +$28.1K +1,200 +4%
RFN
237
Redwood Financial Network
Ohio
$650K +$27.5K +1,174 +4%
CFO
238
CVA Family Office
Colorado
$645K +$299K +12,765 +85%
RSEWM
239
River's Edge Wealth Management
Pennsylvania
$632K +$1.94K +83 +0.3%
RSWA
240
Robinson Smith Wealth Advisors
Maine
$627K +$749 +32 +0.1%
TFS
241
Thoroughbred Financial Services
Tennessee
$613K -$26.1K -1,115 -4%
DP
242
Dearborn Partners
Illinois
$611K +$9.08K +388 +2%
CCM
243
CFO Capital Management
Connecticut
$609K +$57.3K +2,451 +10%
DWT
244
Dorsey & Whitney Trust
South Dakota
$605K – – –
T
245
Tableaux
Massachusetts
$601K +$265K +11,335 +78%
VHAM
246
Van Hulzen Asset Management
California
$592K +$327K +13,979 +122%
AWMG
247
ADG Wealth Management Group
Louisiana
$591K +$595K +25,425 New
FAL
248
Focused Alpha LLC
Colorado
$590K +$39.3K +1,680 +7%
GVAG
249
Great Valley Advisor Group
Delaware
$588K +$94.2K +4,025 +19%
CA
250
Clearstead Advisors
Ohio
$586K +$29.8K +1,275 +5%
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