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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
301
Foundations Investment Advisors
Arizona
$330K +$96.6K +4,167 +41%
JFG
302
JDM Financial Group
Texas
$330K +$330K +14,230 New
AWE
303
Avidian Wealth Enterprises
Texas
$327K +$35.8K +1,544 +12%
HA
304
Hanover Advisors
South Carolina
$326K +$61K +2,630 +23%
AWM
305
Alterna Wealth Management
Texas
$326K -$464K -20,019 -59%
PS
306
Principal Securities
Iowa
$325K +$33.1K +1,430 +11%
RW
307
REDW Wealth
New Mexico
$319K – – –
SVWA
308
Sarver Vrooman Wealth Advisors
Missouri
$318K -$278 -12 -0.1%
MIM
309
MTM Investment Management
South Carolina
$314K +$278K +12,000 +768%
S
310
SignatureFD
Georgia
$312K +$50.1K +2,161 +19%
FAC
311
Financial Advisory Corporation
Michigan
$307K +$3.34K +144 +1%
RWM
312
Riverchase Wealth Management
Texas
$304K +$305K +13,146 New
ODIJL
313
One Day In July LLC
Vermont
$303K +$3.01K +130 +1%
GI
314
GAMMA Investing
California
$296K +$173K +7,479 +142%
BMM
315
Berkshire Money Management
Massachusetts
$295K +$296K +12,756 New
AM
316
Atwater Malick
Pennsylvania
$294K – – –
UCB
317
United Community Bank
South Carolina
$293K -$11.6K -500 -4%
WSFS
318
Wilmington Savings Fund Society
Delaware
$281K – – –
CBU
319
CIBC Bancorp USA
Illinois
$276K – – –
NL
320
NWAM LLC
Washington
$266K +$2.41K +104 +0.9%
SI
321
Seeds Investor
New York
$266K +$20.6K +887 +8%
SL
322
Sentinus LLC
Illinois
$262K – – –
HFA
323
Highland Financial Advisors
New Jersey
$257K – – –
SWASL
324
Spartan Wealth Advisory Services LLC
Michigan
$257K -$164K -7,088 -39%
NLWP
325
Next Level Wealth Planning
Idaho
$254K +$254K +10,950 New
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13
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