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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$12.4K – – –
RF
352
Rossby Financial
Florida
$10.1K -$7.08K -302 -41%
FPB
353
First PREMIER Bank
South Dakota
$8K – – –
ADL
354
Asset Dedication LLC
California
$7.61K – – –
SWA
355
SOA Wealth Advisors
New York
$3.79K – – –
IIM
356
IFC & Insurance Marketing
California
$3K +$2.63K +112 New
GSWM
357
Golden State Wealth Management
California
$1.59K +$23 +1 +1%
APW
358
Aventura Private Wealth
Florida
$1.29K – – –
QFA
359
Quantum Financial Advisors
California
– -$3.92M -167,228 Closed
GRP
360
Global Retirement Partners
California
– -$3.43M -146,023 Closed
MGIA
361
Matthew Goff Investment Advisor
Texas
– -$3.05M -130,049 Closed
FBB
362
Fulton Breakefield Broenniman
Maryland
– -$2.96M -126,028 Closed
AF
363
Allworth Financial
California
– -$2.41M -102,876 Closed
OC
364
Oppenheimer & Co
New York
– -$1.02M -43,471 Closed
SWP
365
Summit Wealth Partners
Florida
– -$362K -15,436 Closed
LF
366
Lee Financial
Texas
– -$341K -14,550 Closed
UCB
367
United Community Bank
South Carolina
– -$310K -13,200 Closed
PAS
368
Park Avenue Securities
New York
– -$232K -9,880 Closed
RWM
369
Ritholtz Wealth Management
New York
– -$206K -8,775 Closed
AMM
370
American Money Management
California
– -$200K -8,542 Closed
KHC
371
Koesten Hirschmann & Crabtree
Kansas
– -$197K -8,391 Closed
BBHC
372
Brown Brothers Harriman & Co
New York
– -$164K -7,000 Closed
EPW
373
Evergreen Private Wealth
Colorado
– -$62.5K -2,661 Closed
OSAM
374
O'Shaughnessy Asset Management
Connecticut
– -$40.3K -1,719 Closed
PWMA
375
Pension & Wealth Management Advisors
Massachusetts
– -$36.8K -1,567 Closed
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