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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
151
Provenance Wealth Advisors
Florida
$272K +$49.9K +2,433 +23%
MWM
152
MinichMacGregor Wealth Management
New York
$253K +$250K +12,206 New
KNW
153
Kesler Norman & Wride
Utah
$247K – – –
SC
154
Scotia Capital
Ontario, Canada
$247K – – –
RFN
155
Redwood Financial Network
Ohio
$243K +$32.1K +1,563 +15%
CBT
156
Crews Bank & Trust
Florida
$243K +$148K +7,200 +160%
GHA
157
Granite Harbor Advisors
Texas
$240K -$436K -21,238 -65%
MWM
158
Meridian Wealth Management
Kentucky
$237K +$234K +11,413 New
RPC
159
Rossmore Private Capital
Connecticut
$236K +$233K +11,367 New
RWM
160
Ritholtz Wealth Management
New York
$233K – – –
LWANC
161
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K +$140K +6,800 +174%
MOS
162
MGO One Seven
Ohio
$221K +$219K +10,654 New
VA
163
Valmark Advisers
Ohio
$219K +$217K +10,573 New
HWM
164
HB Wealth Management
Georgia
$218K +$216K +10,517 New
SCP
165
Sivia Capital Partners
California
$214K +$211K +10,300 New
JBA
166
Johnson Bixby & Associates
Washington
$214K +$1.72K +84 +0.8%
GWA
167
Gratus Wealth Advisors
Virginia
$201K +$199K +9,708 New
ACM
168
Absolute Capital Management
Pennsylvania
$201K +$199K +9,673 New
AA
169
Addison Advisors
Vermont
$198K +$28.8K +1,405 +17%
PGAM
170
Princeton Global Asset Management
New Jersey
$151K +$12.9K +628 +9%
1L
171
10Elms LLP
Oklahoma
$147K +$105K +5,100 +255%
BCV
172
Banque Cantonale Vaudoise
Switzerland
$133K +$132K +6,413 New
HI
173
Harbour Investments
Wisconsin
$122K +$903 +44 +0.8%
BWL
174
Bogart Wealth LLC
Virginia
$109K – – –
TC
175
Trust Company
Kansas
$100K – – –
5 6
7
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