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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
151
Princeton Global Asset Management
New Jersey
$135K +$1.65K +80 +1%
HI
152
Harbour Investments
Wisconsin
$119K +$14.4K +694 +13%
BWL
153
Bogart Wealth LLC
Virginia
$107K +$109K +5,248 New
EW
154
Element Wealth
Mississippi
$99.7K – – –
TC
155
Trust Company
Kansas
$98.2K – – –
CBT
156
Crews Bank & Trust
Florida
$91.6K +$93.1K +4,500 New
FFA
157
Farther Finance Advisors
California
$90.2K +$2.03K +98 +2%
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.4K +$80.6K +3,900 New
HIA
159
Harbor Investment Advisory
Maryland
$50.9K – – –
FUBT
160
First United Bank & Trust
Maryland
$46.9K +$47.7K +2,307 New
VHAM
161
Van Hulzen Asset Management
California
$44.3K +$45K +2,176 New
1L
162
10Elms LLP
Oklahoma
$40.7K +$41.4K +2,000 New
AF
163
Allworth Financial
California
$29.1K +$8.27K +400 +39%
CAL
164
Capital Analysts LLC
Pennsylvania
$27K – – –
BCPWM
165
Bradley & Co Private Wealth Management
Florida
$26.7K +$27.1K +1,312 New
PTC
166
Private Trust Company
Ohio
$26.3K – – –
PFM
167
Phillips Financial Management
Indiana
$25.9K – – –
PS
168
Principal Securities
Iowa
$25.8K – – –
SPIA
169
Steward Partners Investment Advisory
New York
$25.4K -$43.1K -2,082 -63%
AA
170
Ancora Advisors
Ohio
$24.3K +$24.7K +1,195 New
HWM
171
Hemington Wealth Management
Virginia
$22K +$10.3K +500 +83%
VWM
172
Venturi Wealth Management
Texas
$16.3K +$16.5K +800 New
CAS
173
Coppell Advisory Solutions
Texas
$12.8K +$13K +628 New
GRP
174
Global Retirement Partners
California
$10.1K +$10.3K +497 New
NWMP
175
Noble Wealth Management PBC
Colorado
$9.16K +$9.3K +450 New
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