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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
176
Freestone Capital Holdings
Washington
$619K -$315K -15,085 -34%
SFO
177
Stokes Family Office
Louisiana
$614K +$99.1K +4,750 +19%
XF
178
XML Financial
Maryland
$578K +$65K +3,115 +13%
KPWS
179
Kestra Private Wealth Services
Texas
$563K -$100K -4,797 -15%
FFA
180
Farther Finance Advisors
California
$562K +$154K +7,365 +38%
SWP
181
Summit Wealth Partners
Florida
$553K – – –
HIA
182
Harbor Investment Advisory
Maryland
$547K +$423K +20,259 +339%
FMWA
183
Forvis Mazars Wealth Advisors
Missouri
$545K +$546K +26,159 New
CFSG
184
Community Financial Services Group
Vermont
$524K +$527K +25,258 New
DWT
185
Dorsey & Whitney Trust
South Dakota
$521K – – –
SWA
186
Sax Wealth Advisors
New Jersey
$513K +$24.1K +1,153 +5%
TCRG
187
Twin Cities Retirement Group
Minnesota
$494K +$5.88K +282 +1%
GVAG
188
Great Valley Advisor Group
Delaware
$482K +$5.61K +269 +1%
4WM
189
4J Wealth Management
Virginia
$480K – – –
ASN
190
Advisory Services Network
Georgia
$474K +$52.6K +2,521 +12%
EIP
191
Ellis Investment Partners
Pennsylvania
$470K +$8.1K +388 +2%
VHAM
192
Van Hulzen Asset Management
California
$463K -$32.3K -1,549 -7%
GFP
193
Gryphon Financial Partners
Ohio
$448K -$23.9K -1,144 -5%
AMM
194
American Money Management
California
$438K – – –
CBT
195
Crews Bank & Trust
Florida
$435K -$107K -5,130 -20%
GMFG
196
Greater Midwest Financial Group
Minnesota
$430K +$4.13K +198 +1%
FWMM
197
Foundation Wealth Management (Missouri)
Missouri
$427K +$58.3K +2,795 +16%
CT
198
Clearstead Trust
Maine
$426K – – –
PGAM
199
Princeton Global Asset Management
New Jersey
$425K +$188K +9,004 +79%
MB
200
MidFirst Bank
Oklahoma
$418K +$220K +10,534 +111%
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