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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
201
Dakota Wealth Management
Florida
$401K +$9.86K +430 +3%
EWA
202
EP Wealth Advisors
California
$400K -$138 -6 -0%
DWM
203
DecisionMap Wealth Management
Virginia
$399K +$123K +5,357 +45%
RWM
204
Ritholtz Wealth Management
New York
$398K – – –
RFN
205
Redwood Financial Network
Ohio
$387K +$28.1K +1,227 +8%
AA
206
Ancora Advisors
Ohio
$383K – – –
NGA
207
Naples Global Advisors
Florida
$376K +$22.8K +995 +7%
JBA
208
Johnson Bixby & Associates
Washington
$359K +$2.8K +122 +0.8%
SPWM
209
Straight Path Wealth Management
Michigan
$357K – – –
GHA
210
Granite Harbor Advisors
Texas
$353K -$206K -9,001 -37%
CA
211
Clearstead Advisors
Ohio
$351K +$128K +5,566 +58%
MOS
212
MGO One Seven
Ohio
$348K +$345K +15,027 New
4WM
213
4J Wealth Management
Virginia
$347K – – –
BWFA
214
Baltimore-Washington Financial Advisors
Maryland
$340K +$337K +14,706 New
SMC
215
Smith, Moore & Co
Missouri
$338K +$335K +14,602 New
LF
216
Lee Financial
Texas
$337K – – –
SG
217
StoneX Group
New York
$330K +$327K +14,282 New
PJSIMP
218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K +$36K +1,572 +13%
AWM
219
Alterna Wealth Management
Texas
$312K +$309K +13,476 New
RW
220
REDW Wealth
New Mexico
$310K – – –
HPC
221
HM Payson & Co
Maine
$293K – – –
UCB
222
United Community Bank
South Carolina
$286K +$284K +12,380 New
T
223
Tableaux
Massachusetts
$286K +$284K +12,378 New
EW
224
Element Wealth
Mississippi
$281K – – –
AA
225
Addison Advisors
Vermont
$258K +$5.73K +250 +2%
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9
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