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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
1L
151
10Elms LLP
Oklahoma
$433K +$164K +7,800 +62%
MA
152
Mutual Advisors
Nebraska
$425K -$19.9K -943 -5%
LF
153
Lee Financial
Texas
$424K – – –
FCM
154
Fortis Capital Management
Washington
$423K +$4.13K +196 +1%
GMFG
155
Greater Midwest Financial Group
Minnesota
$421K -$2.63K -125 -0.6%
SFS
156
Sowell Financial Services
Arkansas
$420K +$48.9K +2,324 +13%
RFN
157
Redwood Financial Network
Ohio
$401K +$101K +4,791 +34%
KPWS
158
Kestra Private Wealth Services
Texas
$395K +$70.5K +3,349 +22%
SG
159
StoneX Group
New York
$383K +$52.7K +2,500 +16%
LIM
160
Leavell Investment Management
Alabama
$376K +$145K +6,865 +63%
CBT
161
Crews Bank & Trust
Florida
$373K +$24.6K +1,170 +7%
VA
162
Valmark Advisers
Ohio
$372K +$120K +5,708 +48%
SQA
163
Simon Quick Advisors
New Jersey
$369K – – –
BCM
164
Brookstone Capital Management
Illinois
$365K -$16.9K -803 -4%
FFA
165
Farther Finance Advisors
California
$355K +$267K +12,680 +313%
FFP
166
FourThought Financial Partners
Florida
$339K +$337K +15,997 New
ST
167
Spinnaker Trust
Maine
$338K +$336K +15,932 New
RBC
168
Romano Brothers & Co
Illinois
$333K +$331K +15,709 New
FIB
169
First Interstate Bank
Montana
$332K – – –
ASN
170
Advisory Services Network
Georgia
$330K +$11.9K +565 +4%
SIAP
171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$329K +$326K +15,485 New
AA
172
Addison Advisors
Vermont
$327K – – –
MWM
173
Meridian Wealth Management
Kentucky
$325K +$33.7K +1,601 +12%
PCM
174
Passive Capital Management
Maryland
$321K – – –
EWS
175
Evergreen Wealth Solutions
Pennsylvania
$317K – – –
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7
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