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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
MinichMacGregor Wealth Management
New York
$253K +$250K +12,206 New
KNW
152
Kesler Norman & Wride
Utah
$247K – – –
SC
153
Scotia Capital
Ontario, Canada
$247K – – –
RFN
154
Redwood Financial Network
Ohio
$243K +$32.1K +1,563 +15%
CBT
155
Crews Bank & Trust
Florida
$243K +$148K +7,200 +160%
GHA
156
Granite Harbor Advisors
Texas
$240K -$436K -21,238 -65%
MWM
157
Meridian Wealth Management
Kentucky
$237K +$234K +11,413 New
RPC
158
Rossmore Private Capital
Connecticut
$236K +$233K +11,367 New
RWM
159
Ritholtz Wealth Management
New York
$233K – – –
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K +$140K +6,800 +174%
MOS
161
MGO One Seven
Ohio
$221K +$219K +10,654 New
VA
162
Valmark Advisers
Ohio
$219K +$217K +10,573 New
HWM
163
HB Wealth Management
Georgia
$218K +$216K +10,517 New
SCP
164
Sivia Capital Partners
California
$214K +$211K +10,300 New
JBA
165
Johnson Bixby & Associates
Washington
$214K +$1.72K +84 +0.8%
GWA
166
Gratus Wealth Advisors
Virginia
$201K +$199K +9,708 New
ACM
167
Absolute Capital Management
Pennsylvania
$201K +$199K +9,673 New
AA
168
Addison Advisors
Vermont
$198K +$28.8K +1,405 +17%
PGAM
169
Princeton Global Asset Management
New Jersey
$151K +$12.9K +628 +9%
1L
170
10Elms LLP
Oklahoma
$147K +$105K +5,100 +255%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$133K +$132K +6,413 New
HI
172
Harbour Investments
Wisconsin
$122K +$903 +44 +0.8%
BWL
173
Bogart Wealth LLC
Virginia
$109K – – –
TC
174
Trust Company
Kansas
$100K – – –
FFA
175
Farther Finance Advisors
California
$89.6K -$2.2K -107 -2%
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7
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