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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
176
4J Wealth Management
Virginia
$471K +$269K +12,700 +133%
1L
177
10Elms LLP
Oklahoma
$470K +$38.1K +1,800 +9%
RFN
178
Redwood Financial Network
Ohio
$454K +$54.8K +2,585 +14%
AMM
179
American Money Management
California
$444K – – –
RBC
180
Roble Belko & Company
Pennsylvania
$444K – – –
CT
181
Clearstead Trust
Maine
$432K +$433K +20,420 New
EIP
182
Ellis Investment Partners
Pennsylvania
$429K +$429K +20,261 New
ASN
183
Advisory Services Network
Georgia
$425K +$95.5K +4,507 +29%
LF
184
Lee Financial
Texas
$423K – – –
MA
185
Mutual Advisors
Nebraska
$423K +$1.23K +58 +0.3%
GMFG
186
Greater Midwest Financial Group
Minnesota
$417K -$2.9K -137 -0.7%
LIM
187
Leavell Investment Management
Alabama
$415K +$40.1K +1,890 +11%
SIAP
188
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$410K +$82.7K +3,900 +25%
XF
189
XML Financial
Maryland
$405K +$144K +6,795 +55%
GWCM
190
Godshalk Welsh Capital Management
Pennsylvania
$403K +$404K +19,050 New
FCM
191
Fortis Capital Management
Washington
$398K -$24.4K -1,150 -6%
KA
192
Kovack Advisors
Florida
$395K +$396K +18,698 New
BCM
193
Brookstone Capital Management
Illinois
$381K +$16.7K +790 +5%
FFA
194
Farther Finance Advisors
California
$379K +$25.2K +1,188 +7%
SQA
195
Simon Quick Advisors
New Jersey
$368K – – –
MWM
196
Madrid Wealth Management
New Mexico
$346K +$347K +16,368 New
PCM
197
Passive Capital Management
Maryland
$332K +$12.5K +591 +4%
FIB
198
First Interstate Bank
Montana
$331K – – –
CWM
199
Cornerstone Wealth Management
Missouri
$328K +$328K +15,497 New
AA
200
Addison Advisors
Vermont
$326K – – –
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8
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