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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$717K +$138K +5,883 +24%
AWM
227
Aprio Wealth Management
Georgia
$712K +$717K +30,632 New
DWM
228
DecisionMap Wealth Management
Virginia
$710K +$22.9K +980 +3%
FWMM
229
Foundation Wealth Management (Missouri)
Missouri
$698K +$49.6K +2,121 +8%
OE
230
OFS Enterprise
Nebraska
$692K +$696K +29,750 New
PGAM
231
Princeton Global Asset Management
New Jersey
$685K +$67.9K +2,901 +11%
CA
232
CGN Advisors
Kansas
$680K -$279K -11,909 -29%
SMC
233
Smith, Moore & Co
Missouri
$675K -$81.4K -3,479 -11%
AGP
234
Autumn Glory Partners
Texas
$670K +$99.5K +4,254 +17%
CFMC
235
Curbstone Financial Management Corp
New Hampshire
$669K +$28.1K +1,200 +4%
RFN
236
Redwood Financial Network
Ohio
$650K +$27.5K +1,174 +4%
CFO
237
CVA Family Office
Colorado
$645K +$299K +12,765 +85%
RSEWM
238
River's Edge Wealth Management
Pennsylvania
$632K +$1.94K +83 +0.3%
RSWA
239
Robinson Smith Wealth Advisors
Maine
$627K +$749 +32 +0.1%
TFS
240
Thoroughbred Financial Services
Tennessee
$613K -$26.1K -1,115 -4%
DP
241
Dearborn Partners
Illinois
$611K +$9.08K +388 +2%
CCM
242
CFO Capital Management
Connecticut
$609K +$57.3K +2,451 +10%
DWT
243
Dorsey & Whitney Trust
South Dakota
$605K – – –
T
244
Tableaux
Massachusetts
$601K +$265K +11,335 +78%
VHAM
245
Van Hulzen Asset Management
California
$592K +$327K +13,979 +122%
AWMG
246
ADG Wealth Management Group
Louisiana
$591K +$595K +25,425 New
FAL
247
Focused Alpha LLC
Colorado
$590K +$39.3K +1,680 +7%
GVAG
248
Great Valley Advisor Group
Delaware
$588K +$94.2K +4,025 +19%
CA
249
Clearstead Advisors
Ohio
$586K +$29.8K +1,275 +5%
ASN
250
Advisory Services Network
Georgia
$586K -$53.7K -2,297 -8%
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