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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
151
Houlihan Financial Resource Group
Virginia
$347K +$342K +16,550 New
CBT
152
Crews Bank & Trust
Florida
$346K +$97.7K +4,730 +40%
FIB
153
First Interstate Bank
Montana
$329K – – –
SG
154
StoneX Group
New York
$328K +$5.18K +251 +2%
AA
155
Addison Advisors
Vermont
$324K +$121K +5,880 +62%
KPWS
156
Kestra Private Wealth Services
Texas
$321K +$315K +15,242 New
PCM
157
Passive Capital Management
Maryland
$317K – – –
EWS
158
Evergreen Wealth Solutions
Pennsylvania
$315K -$62.5K -3,025 -17%
ASN
159
Advisory Services Network
Georgia
$314K +$33K +1,597 +12%
LCC
160
Lincoln Capital Corp
Rhode Island
$307K -$5.58K -270 -2%
CSP
161
Cary Street Partners
Virginia
$301K – – –
RFN
162
Redwood Financial Network
Ohio
$296K +$49.2K +2,384 +20%
MWM
163
Meridian Wealth Management
Kentucky
$289K +$47.5K +2,301 +20%
RW
164
RVW Wealth
California
$288K – – –
SCG
165
Sonata Capital Group
Washington
$286K +$281K +13,600 New
PWA
166
Provenance Wealth Advisors
Florida
$275K – – –
TFS
167
Thoroughbred Financial Services
Tennessee
$269K -$14.7K -712 -5%
RWM
168
Ritholtz Wealth Management
New York
$267K +$29.9K +1,450 +13%
GWA
169
Gratus Wealth Advisors
Virginia
$267K +$61.6K +2,985 +31%
1L
170
10Elms LLP
Oklahoma
$265K +$114K +5,500 +77%
MOS
171
MGO One Seven
Ohio
$259K +$33.7K +1,633 +15%
MWM
172
MinichMacGregor Wealth Management
New York
$257K – – –
KNW
173
Kesler Norman & Wride
Utah
$251K – – –
VA
174
Valmark Advisers
Ohio
$248K +$25.5K +1,235 +12%
JAG
175
Journey Advisory Group
Kentucky
$240K +$235K +11,400 New
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