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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCPWM
201
Bradley & Co Private Wealth Management
Florida
$425K +$25.5K +1,112 +6%
DWM
202
Dakota Wealth Management
Florida
$401K +$9.86K +430 +3%
EWA
203
EP Wealth Advisors
California
$400K -$138 -6 -0%
DWM
204
DecisionMap Wealth Management
Virginia
$399K +$123K +5,357 +45%
RWM
205
Ritholtz Wealth Management
New York
$398K – – –
RFN
206
Redwood Financial Network
Ohio
$387K +$28.1K +1,227 +8%
AA
207
Ancora Advisors
Ohio
$383K – – –
NGA
208
Naples Global Advisors
Florida
$376K +$22.8K +995 +7%
JBA
209
Johnson Bixby & Associates
Washington
$359K +$2.8K +122 +0.8%
SPWM
210
Straight Path Wealth Management
Michigan
$357K – – –
GHA
211
Granite Harbor Advisors
Texas
$353K -$206K -9,001 -37%
CA
212
Clearstead Advisors
Ohio
$351K +$128K +5,566 +58%
MOS
213
MGO One Seven
Ohio
$348K +$345K +15,027 New
4WM
214
4J Wealth Management
Virginia
$347K – – –
BWFA
215
Baltimore-Washington Financial Advisors
Maryland
$340K +$337K +14,706 New
SMC
216
Smith, Moore & Co
Missouri
$338K +$335K +14,602 New
LF
217
Lee Financial
Texas
$337K – – –
SG
218
StoneX Group
New York
$330K +$327K +14,282 New
PJSIMP
219
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K +$36K +1,572 +13%
AWM
220
Alterna Wealth Management
Texas
$312K +$309K +13,476 New
RW
221
REDW Wealth
New Mexico
$310K – – –
HPC
222
HM Payson & Co
Maine
$293K – – –
UCB
223
United Community Bank
South Carolina
$286K +$284K +12,380 New
T
224
Tableaux
Massachusetts
$286K +$284K +12,378 New
EW
225
Element Wealth
Mississippi
$281K – – –
7 8
9
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